-37.0%
APP vs SMTC
+50.9%
-88.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +12.7% | -2.9% | +9.5% |
| 7D | +71.2% | -19.0% | +90.2% | +72.8% |
| 30D | +39.1% | -46.7% | +85.8% | +46.8% |
| 3M | +16.5% | -23.4% | +40.0% | +15.3% |
| 6M | -16.6% | -13.4% | -3.1% | -25.6% |
| YTD | -41.9% | +40.1% | -82.0% | -61.1% |
| 1Y | -37.0% | +47.7% | -84.7% | -59.5% |
| All | -37.0% | +50.9% | -88.0% | -59.5% |
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