+146.9%
SMTC vs WING
-65.5%
+212.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.2% |
| 7D | +12.7% | -3.9% | +16.6% | +12.7% |
| 30D | +22.0% | -11.6% | +33.5% | +21.7% |
| 3M | -12.7% | -24.2% | +11.5% | -12.2% |
| 6M | +64.8% | -54.1% | +118.8% | +71.0% |
| YTD | +100.7% | -53.9% | +154.6% | +107.4% |
| 1Y | +146.9% | -64.4% | +211.2% | +169.3% |
| All | +146.9% | -65.5% | +212.4% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling