+53,327.2%
SMTC vs TECH
+101,570.6%
-48,243.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.4% | +10.3% |
| 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% | -4.9% |
| 6M | -8.3% | +54.0% | -62.3% | -21.7% |
| YTD | +69.9% | +24.3% | +45.6% | +52.4% |
| 1Y | +73.9% | +23.7% | +50.2% | +56.2% |
| 3Y | +757.7% | +28.5% | +729.2% | +663.2% |
| 5Y | +38.7% | -41.2% | +79.9% | +58.5% |
| 10Y | +376.1% | +189.2% | +186.9% | +239.2% |
| All | +53,327.2% | +101,570.6% | -48,243.4% | +7,856.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling