+62,999.7%
SMTC vs LEN
+10,533.4%
+52,466.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.3% | +9.5% |
| 7D | +12.7% | -3.2% | +15.9% | +13.8% |
| 30D | +22.0% | -4.9% | +26.9% | +23.3% |
| 3M | -12.7% | -8.5% | -4.2% | -11.1% |
| 6M | +64.8% | -20.7% | +85.4% | +75.1% |
| YTD | +100.7% | -17.4% | +118.1% | +109.7% |
| 1Y | +146.9% | -38.2% | +185.1% | +179.0% |
| 3Y | +456.8% | -24.9% | +481.7% | +490.1% |
| 5Y | +89.2% | -11.4% | +100.7% | +90.0% |
| 10Y | +426.9% | +110.0% | +316.8% | +293.5% |
| All | +62,999.7% | +10,533.4% | +52,466.3% | +20,735.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling