+6,628.2%
SMTC vs MDY
+2,594.0%
+4,034.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -3.9% |
| 7D | +11.0% | +2.3% | +8.8% | +8.2% |
| 30D | -28.5% | +2.0% | -30.5% | -29.5% |
| 3M | -14.2% | -5.6% | -8.6% | -5.3% |
| 6M | -18.0% | +1.3% | -19.3% | -16.2% |
| YTD | +55.5% | +12.3% | +43.2% | +40.2% |
| 1Y | +69.5% | +15.8% | +53.8% | +47.3% |
| 3Y | +699.7% | +56.5% | +643.2% | +407.4% |
| 5Y | +27.4% | +35.1% | -7.7% | +1.5% |
| 10Y | +335.7% | +167.4% | +168.3% | +49.7% |
| All | +6,628.2% | +2,594.0% | +4,034.3% | -16.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling