+72.2%
SMTC vs SOLS
+37.2%
+35.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -6.5% | -6.4% | -9.0% |
| 7D | -24.5% | -8.8% | -15.7% | -19.8% |
| 30D | -42.5% | -0.6% | -41.8% | -41.4% |
| 3M | -14.1% | -9.0% | -5.0% | -8.1% |
| 6M | +3.6% | -28.7% | +32.3% | +23.9% |
| YTD | +50.6% | +19.2% | +31.4% | +58.7% |
| 1Y | +72.2% | +32.6% | +39.6% | +73.7% |
| All | +72.2% | +37.2% | +35.0% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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