+604.6%
SMTC vs WING
+405.9%
+198.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.5% |
| 7D | +12.7% | -3.9% | +16.6% | +13.8% |
| 30D | +22.0% | -11.6% | +33.5% | +24.6% |
| 3M | -12.7% | -24.2% | +11.5% | -7.8% |
| 6M | +64.8% | -54.1% | +118.8% | +98.5% |
| YTD | +100.7% | -53.9% | +154.6% | +136.9% |
| 1Y | +146.9% | -64.4% | +211.2% | +211.6% |
| 3Y | +456.8% | -30.2% | +487.0% | +431.3% |
| 5Y | +89.2% | -34.1% | +123.4% | +73.5% |
| 10Y | +426.9% | +342.1% | +84.7% | +179.7% |
| All | +604.6% | +405.9% | +198.7% | +244.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling