+854.1%
SMTC vs LII
+3,124.4%
-2,270.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.2% | +8.1% | +8.7% |
| 7D | +12.7% | -0.7% | +13.5% | +13.1% |
| 30D | +22.0% | -12.6% | +34.6% | +29.2% |
| 3M | -12.7% | -24.4% | +11.8% | -2.1% |
| 6M | +64.8% | -28.7% | +93.5% | +89.2% |
| YTD | +100.7% | -19.1% | +119.8% | +116.4% |
| 1Y | +146.9% | -29.7% | +176.6% | +182.8% |
| 3Y | +456.8% | +4.8% | +452.0% | +434.9% |
| 5Y | +89.2% | +24.6% | +64.7% | +65.3% |
| 10Y | +426.9% | +169.2% | +257.7% | +225.4% |
| All | +854.1% | +3,124.4% | -2,270.2% | +52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling