+127.0%
STX vs SMTC
+56.1%
+71.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.2% | -2.9% | +1.5% |
| 7D | +2.4% | +12.7% | -10.4% | -3.9% |
| 30D | +1.4% | +22.0% | -20.6% | -9.7% |
| 3M | -8.2% | -12.7% | +4.5% | -4.5% |
| 6M | +127.0% | +64.8% | +62.2% | +74.6% |
| All | +127.0% | +56.1% | +71.0% | +74.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling