+27.6%
SMTC vs LII
+17.0%
+10.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.7% |
| 7D | +11.0% | +2.9% | +8.1% | +9.5% |
| 30D | -28.5% | +0.9% | -29.4% | -30.0% |
| 3M | -14.2% | -15.5% | +1.3% | -7.5% |
| 6M | -18.0% | -30.2% | +12.2% | -2.8% |
| YTD | +55.5% | -26.8% | +82.3% | +76.1% |
| 1Y | +69.5% | -25.3% | +94.8% | +89.7% |
| 3Y | +699.7% | -7.8% | +707.4% | +677.8% |
| All | +27.6% | +17.0% | +10.6% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling