+601.8%
SMTC vs MDY
+48.7%
+553.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +3.1% |
| 7D | +22.5% | -0.8% | +23.3% | +24.3% |
| 30D | +24.9% | -3.9% | +28.8% | +36.7% |
| 3M | +4.1% | 0.0% | +4.1% | +6.7% |
| 6M | +92.6% | +8.5% | +84.0% | +69.7% |
| YTD | +122.5% | +13.2% | +109.3% | +80.4% |
| 1Y | +166.2% | +15.0% | +151.2% | +109.6% |
| All | +601.8% | +48.7% | +553.1% | +232.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling