+27.6%
SMTC vs WY
-31.4%
+59.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.9% |
| 7D | +11.0% | -0.8% | +11.8% | +11.5% |
| 30D | -28.5% | +10.1% | -38.6% | -33.6% |
| 3M | -14.2% | -15.4% | +1.2% | -7.5% |
| 6M | -18.0% | -8.3% | -9.7% | -17.6% |
| YTD | +55.5% | -9.8% | +65.3% | +56.7% |
| 1Y | +69.5% | -3.9% | +73.4% | +62.0% |
| 3Y | +699.7% | -23.3% | +723.0% | +777.4% |
| All | +27.6% | -31.4% | +59.0% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling