+946.6%
SMTC vs NVDX
+772.1%
+174.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +13.1% | -10.2% | +23.3% | +17.0% |
| 30D | +19.5% | -7.3% | +26.8% | +21.8% |
| 3M | +2.2% | +5.5% | -3.3% | -0.2% |
| 6M | +94.9% | +18.3% | +76.6% | +80.3% |
| YTD | +127.0% | +11.4% | +115.5% | +111.6% |
| 1Y | +174.6% | +12.7% | +161.9% | +151.4% |
| All | +946.6% | +772.1% | +174.4% | +471.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling