+588.0%
STX vs SMTC
+597.8%
-9.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +12.7% | -13.9% | -5.3% |
| 7D | -28.5% | -19.0% | -9.5% | -23.4% |
| 30D | -42.9% | -46.7% | +3.8% | -30.7% |
| 3M | -45.9% | -23.4% | -22.5% | -42.1% |
| 6M | -41.3% | -13.4% | -27.9% | -39.2% |
| YTD | +67.9% | +40.1% | +27.9% | +53.6% |
| 1Y | +66.5% | +47.7% | +18.8% | +50.8% |
| 3Y | +588.0% | +606.9% | -18.9% | +325.3% |
| All | +588.0% | +597.8% | -9.9% | +325.3% |
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