+146.9%
SMTC vs SOXQ
+111.3%
+35.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.4% | +5.9% | +5.2% |
| 7D | +12.7% | +2.3% | +10.4% | +9.8% |
| 30D | +22.0% | -2.3% | +24.2% | +27.1% |
| 3M | -12.7% | -13.8% | +1.1% | +6.0% |
| 6M | +64.8% | +48.6% | +16.2% | +13.2% |
| YTD | +100.7% | +66.0% | +34.7% | +24.3% |
| 1Y | +146.9% | +107.9% | +39.0% | +47.7% |
| All | +146.9% | +111.3% | +35.6% | +47.7% |
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