+20,639.1%
TXN vs SMTC
+69,847.7%
-49,208.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +2.7% | +22.5% | -19.8% | -2.8% |
| 30D | -6.7% | +24.9% | -31.6% | -12.7% |
| 3M | -8.9% | +4.1% | -13.0% | -11.5% |
| 6M | +34.7% | +92.6% | -57.9% | +10.3% |
| YTD | +53.3% | +122.5% | -69.2% | +20.4% |
| 1Y | +45.0% | +166.2% | -121.2% | +7.5% |
| 3Y | +73.1% | +577.2% | -504.1% | -11.3% |
| 5Y | +59.9% | +119.0% | -59.0% | +5.6% |
| 10Y | +415.7% | +527.9% | -112.2% | +154.4% |
| All | +20,639.1% | +69,847.7% | -49,208.7% | +7,519.4% |
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