+1,967.8%
STX vs SMTC
+334.8%
+1,632.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | 0.0% |
| 7D | -17.3% | -10.9% | -6.3% | -13.9% |
| 30D | -35.9% | -39.4% | +3.5% | -24.1% |
| 3M | -37.3% | -13.5% | -23.8% | -35.3% |
| 6M | -35.8% | -6.8% | -29.0% | -35.8% |
| YTD | +82.7% | +54.0% | +28.7% | +54.3% |
| 1Y | +71.6% | +50.8% | +20.9% | +45.9% |
| 3Y | +635.3% | +677.3% | -42.1% | +194.8% |
| 5Y | +483.8% | +28.7% | +455.0% | +345.1% |
| 10Y | +1,967.8% | +339.9% | +1,627.9% | +946.6% |
| All | +1,967.8% | +334.8% | +1,632.9% | +946.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling