+499.6%
SMTC vs SGI
+266.5%
+233.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -1.7% |
| 7D | +17.5% | -4.9% | +22.4% | +19.9% |
| 30D | +21.3% | +1.6% | +19.7% | +19.9% |
| 3M | +3.1% | -3.2% | +6.3% | +3.1% |
| 6M | +81.7% | -16.0% | +97.7% | +91.2% |
| YTD | +115.9% | -25.4% | +141.4% | +137.0% |
| 1Y | +157.8% | -21.6% | +179.4% | +177.0% |
| 3Y | +557.3% | +52.9% | +504.4% | +450.4% |
| 5Y | +114.7% | +47.5% | +67.2% | +75.4% |
| All | +499.6% | +266.5% | +233.1% | +225.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling