+168.3%
SMTC vs WST
+35.8%
+132.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.7% | +10.6% | +10.2% |
| 7D | +22.9% | -0.3% | +23.2% | +23.0% |
| 30D | +16.6% | -4.6% | +21.2% | +18.7% |
| 3M | +2.4% | +5.7% | -3.3% | +0.4% |
| 6M | +98.3% | +37.6% | +60.7% | +76.8% |
| YTD | +120.7% | +23.0% | +97.6% | +102.7% |
| 1Y | +168.3% | +33.8% | +134.4% | +137.7% |
| All | +168.3% | +35.8% | +132.5% | +137.7% |
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