+146.9%
SMTC vs SPXS
-40.2%
+187.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.3% | +7.9% | +10.5% |
| 7D | +12.7% | -0.1% | +12.8% | +12.6% |
| 30D | +22.0% | +0.8% | +21.1% | +23.1% |
| 3M | -12.7% | -4.7% | -8.0% | -12.9% |
| 6M | +64.8% | -29.6% | +94.4% | +30.0% |
| YTD | +100.7% | -29.8% | +130.5% | +60.1% |
| 1Y | +146.9% | -38.9% | +185.8% | +89.5% |
| All | +146.9% | -40.2% | +187.1% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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