+368.8%
SNXX vs SMTC
+105.2%
+263.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +5.1% | -12.2% | -14.3% |
| 7D | -12.0% | +13.1% | -25.1% | -28.1% |
| 30D | +37.9% | +19.5% | +18.5% | +2.4% |
| 3M | -52.7% | +2.2% | -54.9% | -48.8% |
| 6M | +194.8% | +94.9% | +99.9% | +30.7% |
| All | +368.8% | +105.2% | +263.5% | +83.2% |
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