+146.9%
SMTC vs WWD
+41.9%
+105.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.2% | +8.6% |
| 7D | +12.7% | +1.3% | +11.5% | +11.9% |
| 30D | +22.0% | -7.2% | +29.1% | +27.7% |
| 3M | -12.7% | -3.8% | -8.8% | -11.4% |
| 6M | +64.8% | -9.9% | +74.7% | +72.1% |
| YTD | +100.7% | +14.8% | +85.9% | +81.8% |
| 1Y | +146.9% | +42.1% | +104.8% | +83.1% |
| All | +146.9% | +41.9% | +105.0% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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