-22.3%
SYK vs SMTC
+154.8%
-177.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.2% | -10.8% | -1.0% |
| 7D | -8.3% | +12.7% | -21.1% | -7.6% |
| 30D | -10.1% | +22.0% | -32.0% | -8.8% |
| 3M | +0.9% | -12.7% | +13.6% | +2.0% |
| 6M | -20.2% | +64.8% | -85.0% | -21.1% |
| YTD | -13.3% | +100.7% | -114.0% | -14.3% |
| 1Y | -22.3% | +146.9% | -169.2% | -23.6% |
| All | -22.3% | +154.8% | -177.1% | -23.6% |
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 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