+35.1%
AVTR vs SMTC
+70.8%
-35.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -12.9% | +13.3% | +0.6% |
| 7D | -6.2% | -24.5% | +18.3% | -5.8% |
| 30D | -1.0% | -42.5% | +41.4% | -0.2% |
| 3M | +14.4% | -14.1% | +28.5% | +14.5% |
| 6M | +95.9% | +3.6% | +92.3% | +93.5% |
| YTD | +36.6% | +50.6% | -14.0% | +30.3% |
| 1Y | +35.1% | +72.2% | -37.1% | +28.8% |
| All | +35.1% | +70.8% | -35.7% | +28.8% |
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