+72.2%
SMTC vs MDY
+17.5%
+54.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.6% | -13.5% | -14.5% |
| 7D | -24.5% | +1.7% | -26.2% | -27.9% |
| 30D | -42.5% | +1.2% | -43.7% | -44.2% |
| 3M | -14.1% | -3.5% | -10.6% | -4.6% |
| 6M | +3.6% | +3.5% | +0.1% | +0.6% |
| YTD | +50.6% | +13.6% | +37.0% | +22.2% |
| 1Y | +72.2% | +17.1% | +55.2% | +34.2% |
| All | +72.2% | +17.5% | +54.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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