+146.9%
SMTC vs LEN
-37.1%
+184.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.3% | +9.3% |
| 7D | +12.7% | -3.2% | +15.9% | +13.2% |
| 30D | +22.0% | -4.9% | +26.9% | +22.6% |
| 3M | -12.7% | -8.5% | -4.2% | -11.3% |
| 6M | +64.8% | -20.7% | +85.4% | +66.0% |
| YTD | +100.7% | -17.4% | +118.1% | +104.3% |
| 1Y | +146.9% | -38.2% | +185.1% | +138.9% |
| All | +146.9% | -37.1% | +184.0% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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