+174.6%
SMTC vs IVZ
+49.7%
+124.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.3% |
| 7D | +13.1% | -2.4% | +15.5% | +14.8% |
| 30D | +19.5% | +3.0% | +16.4% | +16.9% |
| 3M | +2.2% | +14.9% | -12.6% | -7.2% |
| 6M | +94.9% | +36.7% | +58.1% | +58.3% |
| YTD | +127.0% | +25.7% | +101.3% | +91.0% |
| 1Y | +174.6% | +47.7% | +126.9% | +116.6% |
| All | +174.6% | +49.7% | +124.9% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling