+146.9%
SMTC vs NVDX
+34.6%
+112.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.4% | +7.8% | +8.7% |
| 7D | +12.7% | +11.6% | +1.1% | +7.9% |
| 30D | +22.0% | +7.5% | +14.4% | +18.4% |
| 3M | -12.7% | +2.1% | -14.8% | -14.6% |
| 6M | +64.8% | +35.5% | +29.3% | +42.1% |
| YTD | +100.7% | +24.1% | +76.6% | +75.5% |
| 1Y | +146.9% | +33.0% | +113.9% | +111.6% |
| All | +146.9% | +34.6% | +112.3% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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