+146.9%
SMTC vs SIRI
+28.3%
+118.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.6% | +11.8% | +9.6% |
| 7D | +12.7% | +1.6% | +11.2% | +12.3% |
| 30D | +22.0% | -4.7% | +26.7% | +22.4% |
| 3M | -12.7% | +5.3% | -17.9% | -15.4% |
| 6M | +64.8% | +30.5% | +34.3% | +51.0% |
| YTD | +100.7% | +49.6% | +51.1% | +76.3% |
| 1Y | +146.9% | +28.5% | +118.4% | +150.9% |
| All | +146.9% | +28.3% | +118.6% | +150.9% |
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