+123.8%
STX vs SMTC
+70.8%
+53.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -12.9% | +4.8% | -1.3% |
| 7D | -20.2% | -24.5% | +4.3% | -7.6% |
| 30D | -37.2% | -42.5% | +5.3% | -17.0% |
| 3M | -34.1% | -14.1% | -20.0% | -32.8% |
| 6M | -24.5% | +3.6% | -28.1% | -33.0% |
| YTD | +102.9% | +50.6% | +52.4% | +30.8% |
| 1Y | +123.8% | +72.2% | +51.6% | +25.4% |
| All | +123.8% | +70.8% | +53.0% | +25.4% |
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