+146.9%
SMTC vs TAP
-14.5%
+161.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.2% | +9.4% | +9.1% |
| 7D | +12.7% | -2.3% | +15.1% | +11.4% |
| 30D | +22.0% | -2.1% | +24.1% | +21.3% |
| 3M | -12.7% | +6.6% | -19.3% | -9.8% |
| 6M | +64.8% | -11.5% | +76.3% | +63.5% |
| YTD | +100.7% | -10.3% | +110.9% | +102.3% |
| 1Y | +146.9% | -14.4% | +161.3% | +136.6% |
| All | +146.9% | -14.5% | +161.4% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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