+530.1%
SMTC vs SPXS
-99.6%
+629.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +3.7% |
| 7D | +13.1% | +2.5% | +10.6% | +14.7% |
| 30D | +19.5% | +4.2% | +15.3% | +22.5% |
| 3M | +2.2% | -9.3% | +11.6% | -0.8% |
| 6M | +94.9% | -30.7% | +125.6% | +68.9% |
| YTD | +127.0% | -28.1% | +155.0% | +103.6% |
| 1Y | +174.6% | -35.1% | +209.6% | +138.3% |
| 3Y | +615.9% | -79.6% | +695.5% | +340.0% |
| 5Y | +125.6% | -86.3% | +211.9% | +46.9% |
| All | +530.1% | -99.6% | +629.7% | +42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling