+47,207.6%
SMTC vs SIRI
-17.9%
+47,225.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.7% | +10.6% | +10.0% |
| 7D | +22.9% | +4.3% | +18.7% | +22.3% |
| 30D | +16.6% | -2.8% | +19.5% | +17.0% |
| 3M | +2.4% | +5.9% | -3.5% | +1.4% |
| 6M | +98.3% | +31.9% | +66.3% | +91.3% |
| YTD | +120.7% | +48.7% | +72.0% | +109.6% |
| 1Y | +168.3% | +23.2% | +145.0% | +160.3% |
| 3Y | +571.7% | -23.9% | +595.6% | +580.3% |
| 5Y | +114.0% | -43.4% | +157.4% | +120.0% |
| 10Y | +497.0% | -13.6% | +510.6% | +491.9% |
| All | +47,207.6% | -17.9% | +47,225.5% | +42,806.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling