+147.3%
SMTC vs SOXQ
+290.2%
-142.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | +22.5% | +5.2% | +17.2% | +16.2% |
| 30D | +24.9% | -0.5% | +25.4% | +27.2% |
| 3M | +4.1% | -5.6% | +9.7% | +14.0% |
| 6M | +92.6% | +53.0% | +39.5% | +28.3% |
| YTD | +122.5% | +68.8% | +53.7% | +34.1% |
| 1Y | +166.2% | +105.7% | +60.5% | +30.3% |
| 3Y | +577.2% | +240.5% | +336.7% | +112.7% |
| 5Y | +119.0% | +266.8% | -147.8% | -35.2% |
| All | +147.3% | +290.2% | -142.9% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling