+166.2%
SMTC vs WWD
+41.0%
+125.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | +22.5% | +0.6% | +21.8% | +21.9% |
| 30D | +24.9% | -5.1% | +30.0% | +29.3% |
| 3M | +4.1% | -11.2% | +15.3% | +11.0% |
| 6M | +92.6% | -12.0% | +104.6% | +103.6% |
| YTD | +122.5% | +12.0% | +110.5% | +103.7% |
| 1Y | +166.2% | +42.8% | +123.4% | +91.3% |
| All | +166.2% | +41.0% | +125.2% | +91.3% |
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