+137.3%
SMTC vs SOLS
+22.7%
+114.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.3% | +8.7% | +9.3% |
| 7D | +22.9% | +4.5% | +18.4% | +20.5% |
| 30D | +16.6% | +6.0% | +10.6% | +13.3% |
| 3M | +2.4% | -19.7% | +22.1% | +12.8% |
| 6M | +98.3% | -10.4% | +108.7% | +111.0% |
| YTD | +120.7% | +33.3% | +87.4% | +118.3% |
| All | +137.3% | +22.7% | +114.5% | +131.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling