+34,010.5%
SMTC vs SPY
+3,034.0%
+30,976.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.5% |
| 7D | +11.0% | +2.6% | +8.4% | +7.6% |
| 30D | -28.5% | -2.0% | -26.5% | -25.3% |
| 3M | -14.2% | -2.8% | -11.4% | -9.1% |
| 6M | -18.0% | +2.1% | -20.1% | -17.5% |
| YTD | +55.5% | +11.5% | +44.0% | +40.5% |
| 1Y | +69.5% | +13.5% | +56.1% | +50.3% |
| 3Y | +699.7% | +77.7% | +622.0% | +321.4% |
| 5Y | +27.4% | +72.6% | -45.2% | -27.9% |
| 10Y | +335.7% | +308.2% | +27.5% | -13.3% |
| All | +34,010.5% | +3,034.0% | +30,976.5% | +952.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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