+517.7%
SMTC vs TECH
+190.5%
+327.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +22.5% | -0.1% | +22.5% | +22.5% |
| 30D | +24.9% | +0.3% | +24.6% | +24.7% |
| 3M | +4.1% | +32.9% | -28.9% | -13.7% |
| 6M | +92.6% | +32.1% | +60.5% | +53.6% |
| YTD | +122.5% | +23.4% | +99.1% | +82.7% |
| 1Y | +166.2% | +34.1% | +132.2% | +103.9% |
| 3Y | +577.2% | +2.2% | +575.0% | +514.8% |
| 5Y | +119.0% | -41.8% | +160.8% | +176.3% |
| All | +517.7% | +190.5% | +327.2% | +162.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling