+69.5%
SMTC vs SOLS
+43.1%
+26.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.7% |
| 7D | +11.0% | +14.0% | -3.0% | +1.9% |
| 30D | -28.5% | +10.0% | -38.5% | -31.7% |
| 3M | -14.2% | +5.8% | -20.0% | -16.0% |
| 6M | -18.0% | -25.2% | +7.2% | -5.5% |
| YTD | +55.5% | +36.5% | +19.0% | +54.9% |
| 1Y | +69.5% | +45.0% | +24.5% | +63.8% |
| All | +69.5% | +43.1% | +26.4% | +63.8% |
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