+69,284.5%
SMTC vs WY
+676.8%
+68,607.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.4% | +11.4% | +10.6% |
| 7D | +22.9% | -2.1% | +25.0% | +24.0% |
| 30D | +16.6% | -10.5% | +27.1% | +22.0% |
| 3M | +2.4% | -4.9% | +7.3% | +3.4% |
| 6M | +98.3% | -4.9% | +103.2% | +100.1% |
| YTD | +120.7% | -1.7% | +122.3% | +118.8% |
| 1Y | +168.3% | -9.4% | +177.6% | +174.1% |
| 3Y | +571.7% | -22.3% | +594.0% | +635.5% |
| 5Y | +114.0% | -20.5% | +134.5% | +132.9% |
| 10Y | +497.0% | +4.9% | +492.1% | +453.1% |
| All | +69,284.5% | +676.8% | +68,607.7% | +28,974.9% |
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