+96.9%
AU vs SMTC
+154.8%
-57.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +9.2% | -11.5% | -4.3% |
| 7D | -3.6% | +12.7% | -16.4% | -6.2% |
| 30D | +23.9% | +22.0% | +1.9% | +17.0% |
| 3M | +19.1% | -12.7% | +31.8% | +20.9% |
| 6M | -0.2% | +64.8% | -64.9% | -19.0% |
| YTD | +32.5% | +100.7% | -68.2% | +1.8% |
| 1Y | +96.9% | +146.9% | -49.9% | +44.9% |
| All | +96.9% | +154.8% | -57.8% | +44.9% |
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