+601.8%
SMTC vs SPXS
-79.5%
+681.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +2.1% |
| 7D | +22.5% | +1.2% | +21.2% | +23.6% |
| 30D | +24.9% | +5.2% | +19.7% | +30.7% |
| 3M | +4.1% | -9.2% | +13.2% | -0.8% |
| 6M | +92.6% | -29.6% | +122.1% | +54.9% |
| YTD | +122.5% | -27.6% | +150.1% | +86.4% |
| 1Y | +166.2% | -36.7% | +203.0% | +105.3% |
| All | +601.8% | -79.5% | +681.3% | +199.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling