+4,437.1%
SNDK vs SMTC
+352.9%
+4,084.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.1% | -8.6% | -7.0% |
| 7D | -6.1% | +13.1% | -19.2% | -14.3% |
| 30D | +21.5% | +19.5% | +2.0% | +5.3% |
| 3M | -13.2% | +2.2% | -15.4% | -15.2% |
| 6M | +149.2% | +94.9% | +54.3% | +54.6% |
| YTD | +588.1% | +127.0% | +461.1% | +291.7% |
| 1Y | +1,837.5% | +174.6% | +1,663.0% | +909.5% |
| All | +4,437.1% | +352.9% | +4,084.2% | +1,601.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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