+157.8%
SMTC vs WING
-61.7%
+219.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.9% | -2.9% |
| 7D | +17.5% | +0.2% | +17.3% | +17.5% |
| 30D | +21.3% | -0.5% | +21.8% | +21.0% |
| 3M | +3.1% | -23.9% | +27.0% | +3.8% |
| 6M | +81.7% | -48.9% | +130.6% | +88.2% |
| YTD | +115.9% | -53.3% | +169.3% | +123.5% |
| 1Y | +157.8% | -60.3% | +218.1% | +186.4% |
| All | +157.8% | -61.7% | +219.6% | +186.4% |
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