+146.9%
SMTC vs LNT
+8.1%
+138.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.2% |
| 7D | +12.7% | -0.1% | +12.8% | +12.7% |
| 30D | +22.0% | -3.2% | +25.1% | +21.0% |
| 3M | -12.7% | -4.1% | -8.6% | -14.8% |
| 6M | +64.8% | -4.6% | +69.3% | +59.5% |
| YTD | +100.7% | +7.0% | +93.7% | +110.1% |
| 1Y | +146.9% | +8.3% | +138.6% | +160.4% |
| All | +146.9% | +8.1% | +138.8% | +160.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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