+0.9%
AON vs SMTC
+70.8%
-70.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -12.9% | +17.3% | +2.8% |
| 7D | +9.4% | -24.5% | +34.0% | +6.2% |
| 30D | +27.0% | -42.5% | +69.5% | +20.5% |
| 3M | -3.1% | -14.1% | +11.0% | -3.5% |
| 6M | +10.0% | +3.6% | +6.4% | +9.4% |
| YTD | -1.6% | +50.6% | -52.2% | -1.2% |
| 1Y | +0.9% | +72.2% | -71.4% | +1.7% |
| All | +0.9% | +70.8% | -70.0% | +1.7% |
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 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