+499.6%
SMTC vs TECH
+189.8%
+309.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +17.5% | -0.5% | +18.0% | +17.9% |
| 30D | +21.3% | 0.0% | +21.3% | +21.3% |
| 3M | +3.1% | +37.4% | -34.3% | -16.1% |
| 6M | +81.7% | +36.9% | +44.8% | +41.8% |
| YTD | +115.9% | +23.1% | +92.9% | +77.6% |
| 1Y | +157.8% | +42.2% | +115.6% | +90.0% |
| 3Y | +557.3% | +1.9% | +555.3% | +497.6% |
| 5Y | +114.7% | -42.9% | +157.6% | +174.5% |
| All | +499.6% | +189.8% | +309.8% | +154.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling