+107.5%
SOXX vs SMTC
+169.6%
-62.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | -0.3% |
| 7D | +1.4% | +13.1% | -11.7% | -4.0% |
| 30D | -3.6% | +19.5% | -23.0% | -11.9% |
| 3M | -10.2% | +2.2% | -12.4% | -13.4% |
| 6M | +54.2% | +94.9% | -40.6% | +16.0% |
| YTD | +75.2% | +127.0% | -51.7% | +24.9% |
| 1Y | +107.5% | +174.6% | -67.1% | +45.4% |
| All | +107.5% | +169.6% | -62.1% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling