+39.2%
SMTC vs TECH
-41.4%
+80.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.4% | +10.4% |
| 7D | +12.9% | +0.1% | +12.8% | +12.8% |
| 30D | -25.6% | +0.3% | -25.9% | -25.7% |
| 3M | -4.5% | +1.0% | -5.6% | -5.1% |
| 6M | -8.3% | +54.0% | -62.3% | -29.0% |
| YTD | +69.9% | +24.3% | +45.6% | +41.6% |
| 1Y | +73.9% | +23.7% | +50.2% | +45.2% |
| 3Y | +757.7% | +28.5% | +729.2% | +581.0% |
| All | +39.2% | -41.4% | +80.7% | +72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling