+72.2%
SMTC vs SOXQ
+45.5%
+26.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.1% | -9.8% | -8.8% |
| 7D | -24.5% | -12.1% | -12.4% | -10.2% |
| 30D | -42.5% | -22.0% | -20.4% | -19.5% |
| 3M | -14.1% | -15.6% | +1.5% | +10.8% |
| 6M | +3.6% | -2.4% | +6.0% | +14.2% |
| YTD | +50.6% | +45.4% | +5.2% | +4.7% |
| 1Y | +72.2% | +47.7% | +24.6% | +18.2% |
| All | +72.2% | +45.5% | +26.8% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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