+1,069.0%
STX vs SMTC
+91.0%
+978.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.2% | -2.9% | +3.4% |
| 7D | +2.4% | +12.7% | -10.4% | -1.5% |
| 30D | +1.4% | +22.0% | -20.6% | -5.3% |
| 3M | -8.2% | -12.7% | +4.5% | -5.0% |
| 6M | +127.0% | +64.8% | +62.2% | +93.4% |
| YTD | +209.1% | +100.7% | +108.5% | +150.1% |
| 1Y | +365.4% | +146.9% | +218.5% | +256.3% |
| 3Y | +1,135.4% | +456.8% | +678.6% | +552.1% |
| All | +1,069.0% | +91.0% | +978.0% | +820.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling