+60.6%
SMTC vs Q
+75.8%
-15.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -1.5% |
| 7D | -10.9% | +4.0% | -14.9% | -12.8% |
| 30D | -39.4% | -2.3% | -37.1% | -36.9% |
| 3M | -13.5% | -7.9% | -5.6% | -5.0% |
| 6M | -6.8% | -16.0% | +9.2% | +11.5% |
| YTD | +54.0% | +51.7% | +2.3% | +33.3% |
| 1Y | +50.8% | +28.3% | +22.5% | +33.4% |
| All | +60.6% | +75.8% | -15.2% | +41.7% |
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