+174.6%
SMTC vs LEN
-41.0%
+215.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +4.8% |
| 7D | +13.1% | -4.8% | +17.8% | +13.6% |
| 30D | +19.5% | -6.6% | +26.0% | +20.1% |
| 3M | +2.2% | -15.7% | +17.9% | +5.2% |
| 6M | +94.9% | -16.6% | +111.5% | +97.3% |
| YTD | +127.0% | -21.3% | +148.3% | +132.4% |
| 1Y | +174.6% | -42.0% | +216.6% | +168.7% |
| All | +174.6% | -41.0% | +215.5% | +168.7% |
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