+1,060.8%
SMTC vs QID
-100.0%
+1,160.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +9.0% |
| 7D | +12.7% | -0.6% | +13.4% | +12.4% |
| 30D | +22.0% | 0.0% | +22.0% | +22.7% |
| 3M | -12.7% | +3.7% | -16.4% | -4.9% |
| 6M | +64.8% | -29.9% | +94.6% | +45.2% |
| YTD | +100.7% | -28.8% | +129.5% | +80.6% |
| 1Y | +146.9% | -37.2% | +184.1% | +110.9% |
| 3Y | +456.8% | -73.7% | +530.5% | +263.2% |
| 5Y | +89.2% | -80.7% | +170.0% | +32.5% |
| 10Y | +426.9% | -99.1% | +526.0% | +6.5% |
| All | +1,060.8% | -100.0% | +1,160.8% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 all: compounded portfolio wealth divided by compounded QID 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…
all analysis · Full analysis span regression · 6 months rolling