+360.5%
BE vs SMTC
+154.8%
+205.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +9.2% | -1.9% | +0.4% |
| 7D | +20.0% | +12.7% | +7.2% | +9.5% |
| 30D | +7.9% | +22.0% | -14.1% | -10.7% |
| 3M | -13.2% | -12.7% | -0.5% | -6.6% |
| 6M | +53.5% | +64.8% | -11.3% | -4.7% |
| YTD | +191.0% | +100.7% | +90.3% | +46.8% |
| 1Y | +360.5% | +146.9% | +213.6% | +102.6% |
| All | +360.5% | +154.8% | +205.8% | +102.6% |
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 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