+130.1%
SMTC vs Q
+75.3%
+54.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.3% | +7.6% | +8.1% |
| 7D | +22.9% | +6.7% | +16.2% | +17.1% |
| 30D | +16.6% | -10.6% | +27.2% | +27.8% |
| 3M | +2.4% | -14.6% | +17.0% | +18.3% |
| 6M | +98.3% | +12.1% | +86.2% | +96.4% |
| YTD | +120.7% | +51.3% | +69.4% | +86.5% |
| All | +130.1% | +75.3% | +54.8% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling