+174.6%
SMTC vs MDY
+14.6%
+160.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.1% |
| 7D | +13.1% | -1.9% | +14.9% | +18.3% |
| 30D | +19.5% | -4.6% | +24.1% | +35.2% |
| 3M | +2.2% | -1.2% | +3.5% | +8.5% |
| 6M | +94.9% | +9.2% | +85.7% | +72.1% |
| YTD | +127.0% | +13.1% | +113.9% | +89.8% |
| 1Y | +174.6% | +13.0% | +161.6% | +126.0% |
| All | +174.6% | +14.6% | +160.0% | +126.0% |
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