+146.9%
SMTC vs WST
+37.6%
+109.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.8% | +10.0% | +9.5% |
| 7D | +12.7% | +0.7% | +12.0% | +12.4% |
| 30D | +22.0% | -3.1% | +25.1% | +23.4% |
| 3M | -12.7% | +7.2% | -19.9% | -14.8% |
| 6M | +64.8% | +36.8% | +28.0% | +47.1% |
| YTD | +100.7% | +23.8% | +76.8% | +83.9% |
| 1Y | +146.9% | +37.8% | +109.1% | +121.4% |
| All | +146.9% | +37.6% | +109.3% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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