+1,784.6%
BE vs SMTC
+556.3%
+1,228.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +10.0% | -0.3% | +5.1% |
| 7D | +29.8% | +22.9% | +6.8% | +18.4% |
| 30D | +26.4% | +16.6% | +9.7% | +17.2% |
| 3M | +9.3% | +2.4% | +6.9% | +7.9% |
| 6M | +105.1% | +98.3% | +6.8% | +54.1% |
| YTD | +219.0% | +120.7% | +98.4% | +131.6% |
| 1Y | +418.8% | +168.3% | +250.5% | +260.0% |
| 3Y | +1,784.6% | +571.7% | +1,212.9% | +773.3% |
| All | +1,784.6% | +556.3% | +1,228.3% | +773.3% |
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