+49,988.0%
SMTC vs IT
+6,324.9%
+43,663.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.2% | +8.2% | +9.6% |
| 7D | +12.9% | -6.8% | +19.7% | +15.6% |
| 30D | -25.6% | -0.6% | -25.0% | -26.7% |
| 3M | -4.5% | +3.1% | -7.6% | -9.3% |
| 6M | -8.3% | +25.5% | -33.8% | -22.4% |
| YTD | +69.9% | -23.5% | +93.4% | +66.9% |
| 1Y | +73.9% | -16.6% | +90.6% | +65.2% |
| 3Y | +757.7% | -53.1% | +810.8% | +890.8% |
| 5Y | +38.7% | -41.4% | +80.2% | +47.6% |
| 10Y | +376.1% | +90.9% | +285.2% | +232.0% |
| All | +49,988.0% | +6,324.9% | +43,663.1% | +11,314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling