+8,958.9%
SWKS vs SMTC
+48,322.4%
-39,363.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.7% |
| 7D | -3.1% | -10.9% | +7.8% | -0.9% |
| 30D | +8.3% | -39.4% | +47.7% | +24.1% |
| 3M | +20.2% | -13.5% | +33.8% | +19.8% |
| 6M | +24.9% | -6.8% | +31.8% | +19.1% |
| YTD | +33.2% | +54.0% | -20.9% | +4.6% |
| 1Y | +23.6% | +50.8% | -27.2% | -2.9% |
| 3Y | +1.3% | +677.3% | -676.1% | -60.6% |
| 5Y | -40.6% | +28.7% | -69.3% | -59.9% |
| 10Y | +35.3% | +339.9% | -304.6% | -39.9% |
| All | +8,958.9% | +48,322.4% | -39,363.5% | +2,662.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling