+571.7%
SMTC vs TECH
-0.6%
+572.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.2% | +10.1% | +10.0% |
| 7D | +22.9% | +0.2% | +22.8% | +22.8% |
| 30D | +16.6% | +0.1% | +16.5% | +16.6% |
| 3M | +2.4% | +37.5% | -35.1% | -14.7% |
| 6M | +98.3% | +34.6% | +63.7% | +60.3% |
| YTD | +120.7% | +23.5% | +97.2% | +85.6% |
| 1Y | +168.3% | +34.4% | +133.9% | +108.2% |
| 3Y | +571.7% | +2.3% | +569.4% | +615.8% |
| All | +571.7% | -0.6% | +572.3% | +615.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling