+1,227.8%
BE vs SMTC
+116.8%
+1,111.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.3% |
| 7D | +23.9% | +22.5% | +1.5% | +12.4% |
| 30D | +27.8% | +24.9% | +3.0% | +13.8% |
| 3M | +3.7% | +4.1% | -0.4% | +1.6% |
| 6M | +78.0% | +92.6% | -14.6% | +29.2% |
| YTD | +209.9% | +122.5% | +87.4% | +112.2% |
| 1Y | +389.6% | +166.2% | +223.4% | +217.5% |
| 3Y | +1,730.6% | +577.2% | +1,153.4% | +528.3% |
| 5Y | +1,227.8% | +119.0% | +1,108.8% | +857.4% |
| All | +1,227.8% | +116.8% | +1,111.0% | +857.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling