+62,999.7%
SMTC vs TECH
+101,053.8%
-38,054.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.2% |
| 7D | +12.7% | +0.1% | +12.6% | +12.7% |
| 30D | +22.0% | +0.7% | +21.3% | +21.7% |
| 3M | -12.7% | +36.3% | -49.0% | -22.1% |
| 6M | +64.8% | +25.6% | +39.2% | +48.2% |
| YTD | +100.7% | +23.7% | +77.0% | +80.3% |
| 1Y | +146.9% | +37.6% | +109.3% | +112.8% |
| 3Y | +456.8% | -6.6% | +463.4% | +453.3% |
| 5Y | +89.2% | -42.2% | +131.5% | +117.0% |
| 10Y | +426.9% | +187.6% | +239.3% | +275.9% |
| All | +62,999.7% | +101,053.8% | -38,054.1% | +9,314.8% |
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 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