+174.6%
SMTC vs SIRI
+28.0%
+146.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +5.0% |
| 7D | +13.1% | +0.6% | +12.5% | +13.0% |
| 30D | +19.5% | +2.5% | +17.0% | +19.0% |
| 3M | +2.2% | +6.6% | -4.4% | -1.4% |
| 6M | +94.9% | +32.9% | +62.0% | +77.8% |
| YTD | +127.0% | +50.5% | +76.5% | +98.9% |
| 1Y | +174.6% | +28.0% | +146.6% | +185.4% |
| All | +174.6% | +28.0% | +146.5% | +185.4% |
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