+527.9%
SMTC vs WING
+359.3%
+168.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | +22.5% | -2.3% | +24.8% | +23.2% |
| 30D | +24.9% | -5.6% | +30.5% | +25.7% |
| 3M | +4.1% | -22.9% | +27.0% | +9.4% |
| 6M | +92.6% | -50.4% | +143.0% | +127.6% |
| YTD | +122.5% | -53.3% | +175.8% | +162.6% |
| 1Y | +166.2% | -61.2% | +227.4% | +229.2% |
| 3Y | +577.2% | -30.1% | +607.2% | +541.1% |
| 5Y | +119.0% | -35.0% | +154.0% | +99.9% |
| 10Y | +527.9% | +375.5% | +152.4% | +242.3% |
| All | +527.9% | +359.3% | +168.6% | +242.3% |
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 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