+174.6%
SMTC vs SPXS
-36.2%
+210.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +2.6% |
| 7D | +13.1% | +2.5% | +10.6% | +16.0% |
| 30D | +19.5% | +4.2% | +15.3% | +24.7% |
| 3M | +2.2% | -9.3% | +11.6% | -4.0% |
| 6M | +94.9% | -30.7% | +125.6% | +51.2% |
| YTD | +127.0% | -28.1% | +155.0% | +85.2% |
| 1Y | +174.6% | -35.1% | +209.6% | +119.3% |
| All | +174.6% | -36.2% | +210.7% | +119.3% |
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