+113.2%
WDC vs SMTC
+70.8%
+42.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -12.9% | +6.1% | 0.0% |
| 7D | -18.3% | -24.5% | +6.2% | -5.6% |
| 30D | -26.7% | -42.5% | +15.8% | -3.4% |
| 3M | -40.9% | -14.1% | -26.9% | -41.1% |
| 6M | -26.8% | +3.6% | -30.4% | -35.5% |
| YTD | +88.2% | +50.6% | +37.6% | +19.9% |
| 1Y | +113.2% | +72.2% | +40.9% | +18.9% |
| All | +113.2% | +70.8% | +42.4% | +18.9% |
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