+1,383.2%
STX vs SMTC
+556.3%
+826.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +10.0% | -3.5% | +3.5% |
| 7D | +10.7% | +22.9% | -12.2% | +4.1% |
| 30D | +11.3% | +16.6% | -5.4% | +6.0% |
| 3M | +3.2% | +2.4% | +0.8% | +1.7% |
| 6M | +157.0% | +98.3% | +58.7% | +113.1% |
| YTD | +229.2% | +120.7% | +108.5% | +167.2% |
| 1Y | +381.8% | +168.3% | +213.6% | +276.3% |
| 3Y | +1,383.2% | +571.7% | +811.5% | +807.4% |
| All | +1,383.2% | +556.3% | +826.9% | +807.4% |
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 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