+340.7%
SMTC vs WING
+620.3%
-279.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.0% |
| 7D | +11.0% | -2.5% | +13.5% | +11.9% |
| 30D | -28.5% | +29.5% | -58.0% | -33.9% |
| 3M | -14.2% | +40.2% | -54.4% | -23.5% |
| 6M | -18.0% | +32.7% | -50.7% | -27.2% |
| YTD | +55.5% | -32.8% | +88.3% | +64.3% |
| 1Y | +69.5% | -31.7% | +101.3% | +77.2% |
| 3Y | +699.7% | -24.7% | +724.4% | +649.9% |
| 5Y | +27.4% | -0.5% | +27.9% | +2.1% |
| All | +340.7% | +620.3% | -279.5% | +107.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling