+72.2%
SMTC vs WY
+0.3%
+71.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.6% | -18.6% | -10.7% |
| 7D | -24.5% | +13.3% | -37.8% | -20.9% |
| 30D | -42.5% | +17.6% | -60.1% | -39.3% |
| 3M | -14.1% | -15.0% | +0.9% | -10.0% |
| 6M | +3.6% | -5.9% | +9.5% | +6.8% |
| YTD | +50.6% | -5.7% | +56.3% | +58.5% |
| 1Y | +72.2% | -0.2% | +72.5% | +87.1% |
| All | +72.2% | +0.3% | +71.9% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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