+48,791.7%
SMTC vs WY
+612.4%
+48,179.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.8% |
| 7D | +11.0% | -0.8% | +11.8% | +11.4% |
| 30D | -28.5% | +10.1% | -38.6% | -32.6% |
| 3M | -14.2% | -15.4% | +1.2% | -10.0% |
| 6M | -18.0% | -8.3% | -9.7% | -17.7% |
| YTD | +55.5% | -9.8% | +65.3% | +56.7% |
| 1Y | +69.5% | -3.9% | +73.4% | +65.5% |
| 3Y | +699.7% | -23.3% | +723.0% | +758.8% |
| 5Y | +27.4% | -31.2% | +58.6% | +44.8% |
| 10Y | +335.7% | +5.5% | +330.2% | +296.3% |
| All | +48,791.7% | +612.4% | +48,179.3% | +20,725.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling