+146.9%
SMTC vs TECH
+36.9%
+109.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | +12.7% | +0.1% | +12.6% | +12.7% |
| 30D | +22.0% | +0.7% | +21.3% | +21.9% |
| 3M | -12.7% | +36.3% | -49.0% | -16.9% |
| 6M | +64.8% | +25.6% | +39.2% | +58.8% |
| YTD | +100.7% | +23.7% | +77.0% | +90.7% |
| 1Y | +146.9% | +37.6% | +109.2% | +121.3% |
| All | +146.9% | +36.9% | +109.9% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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