+601.8%
SMTC vs WY
-23.0%
+624.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.0% |
| 7D | +22.5% | -1.7% | +24.2% | +23.4% |
| 30D | +24.9% | -9.9% | +34.7% | +31.0% |
| 3M | +4.1% | -7.5% | +11.6% | +6.8% |
| 6M | +92.6% | -5.1% | +97.7% | +94.1% |
| YTD | +122.5% | -2.1% | +124.6% | +118.7% |
| 1Y | +166.2% | -7.3% | +173.6% | +170.4% |
| All | +601.8% | -23.0% | +624.8% | +629.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling