+575.6%
AU vs SMTC
+546.3%
+29.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -4.0% |
| 7D | -7.0% | +17.5% | -24.5% | -8.7% |
| 30D | +7.3% | +21.3% | -14.0% | +4.6% |
| 3M | +33.2% | +3.1% | +30.1% | +31.1% |
| 6M | -0.6% | +81.7% | -82.3% | -8.2% |
| YTD | +26.2% | +115.9% | -89.8% | +15.0% |
| 1Y | +68.3% | +157.8% | -89.6% | +51.5% |
| All | +575.6% | +546.3% | +29.2% | +415.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling