+72.2%
SMTC vs SIRI
+59.9%
+12.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.4% | -21.4% | -11.3% |
| 7D | -24.5% | +22.3% | -46.8% | -22.2% |
| 30D | -42.5% | +26.9% | -69.4% | -40.5% |
| 3M | -14.1% | +9.6% | -23.7% | -11.2% |
| 6M | +3.6% | +27.2% | -23.6% | +2.5% |
| YTD | +50.6% | +72.4% | -21.8% | +37.3% |
| 1Y | +72.2% | +59.9% | +12.3% | +64.8% |
| All | +72.2% | +59.9% | +12.4% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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