+895.8%
SMTC vs NVDX
+774.9%
+120.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.5% | -1.5% |
| 7D | +17.5% | -8.6% | +26.2% | +20.9% |
| 30D | +21.3% | -1.4% | +22.7% | +21.3% |
| 3M | +3.1% | +10.6% | -7.5% | -0.8% |
| 6M | +81.7% | +20.2% | +61.5% | +67.3% |
| YTD | +115.9% | +11.8% | +104.1% | +101.1% |
| 1Y | +157.8% | +12.9% | +144.9% | +135.9% |
| All | +895.8% | +774.9% | +120.9% | +443.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling