+3,621.5%
STX vs SMTC
+504.7%
+3,116.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.3% |
| 7D | +9.6% | +22.5% | -12.9% | +2.1% |
| 30D | +10.6% | +24.9% | -14.3% | +2.1% |
| 3M | +4.8% | +4.1% | +0.7% | +2.6% |
| 6M | +137.3% | +92.6% | +44.7% | +87.0% |
| YTD | +222.5% | +122.5% | +100.0% | +143.3% |
| 1Y | +366.2% | +166.2% | +200.0% | +231.1% |
| 3Y | +1,352.9% | +577.2% | +775.7% | +516.1% |
| 5Y | +1,077.4% | +119.0% | +958.5% | +648.6% |
| 10Y | +3,621.5% | +527.9% | +3,093.6% | +1,324.7% |
| All | +3,621.5% | +504.7% | +3,116.8% | +1,324.7% |
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