+24.0%
SWKS vs SMTC
+51.0%
-27.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.4% |
| 7D | -3.1% | -10.9% | +7.8% | -1.3% |
| 30D | +8.3% | -39.4% | +47.7% | +20.4% |
| 3M | +20.2% | -13.5% | +33.8% | +19.6% |
| 6M | +24.9% | -6.8% | +31.8% | +23.6% |
| YTD | +33.2% | +54.0% | -20.9% | +20.4% |
| All | +24.0% | +51.0% | -27.0% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling