+54.7%
SMTC vs LTH
+83.5%
-28.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.5% | +13.3% | +12.9% |
| 7D | -4.8% | +7.0% | -11.9% | -6.3% |
| 30D | -37.8% | +15.4% | -53.3% | -40.0% |
| 3M | -16.5% | +7.0% | -23.5% | -17.7% |
| 6M | -4.4% | +46.9% | -51.3% | -19.6% |
| YTD | +58.0% | +76.4% | -18.4% | +19.8% |
| All | +54.7% | +83.5% | -28.7% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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