+109.3%
SMTC vs Q
+71.3%
+38.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +7.9% |
| 7D | +12.7% | +0.2% | +12.5% | +12.5% |
| 30D | +22.0% | -11.1% | +33.1% | +34.0% |
| 3M | -12.7% | -22.1% | +9.5% | +7.3% |
| 6M | +64.8% | +0.5% | +64.3% | +73.5% |
| YTD | +100.7% | +47.8% | +52.9% | +72.4% |
| All | +109.3% | +71.3% | +38.0% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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