+615.9%
SMTC vs SOXQ
+232.9%
+383.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.0% |
| 7D | +13.1% | +0.8% | +12.3% | +12.3% |
| 30D | +19.5% | -4.6% | +24.0% | +27.8% |
| 3M | +2.2% | -10.2% | +12.4% | +19.4% |
| 6M | +94.9% | +49.7% | +45.2% | +26.7% |
| YTD | +127.0% | +67.2% | +59.7% | +29.8% |
| 1Y | +174.6% | +98.0% | +76.6% | +28.2% |
| 3Y | +615.9% | +237.2% | +378.8% | +59.4% |
| All | +615.9% | +232.9% | +383.0% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling