+2,325.1%
ACN vs SMTC
+296.7%
+2,028.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.2% | -0.6% |
| 7D | -5.7% | +30.5% | -36.2% | -10.8% |
| 30D | +17.0% | -30.9% | +47.9% | +22.6% |
| 3M | +39.9% | -14.7% | +54.6% | +37.4% |
| 6M | +50.2% | -9.6% | +59.8% | +39.4% |
| YTD | -4.2% | +62.1% | -66.2% | -23.9% |
| 1Y | +4.3% | +66.6% | -62.3% | -18.2% |
| 3Y | -17.1% | +718.1% | -735.2% | -62.9% |
| 5Y | -26.5% | +32.8% | -59.3% | -49.2% |
| 10Y | +147.7% | +354.1% | -206.4% | +12.1% |
| All | +2,325.1% | +296.7% | +2,028.5% | +745.0% |
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