+7,916.8%
BNY vs SMTC
+69,847.7%
-61,931.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | +0.3% | +22.5% | -22.2% | -2.4% |
| 30D | +1.9% | +24.9% | -23.0% | -1.4% |
| 3M | +13.9% | +4.1% | +9.8% | +11.6% |
| 6M | +42.3% | +92.6% | -50.2% | +27.4% |
| YTD | +41.8% | +122.5% | -80.6% | +24.3% |
| 1Y | +57.9% | +166.2% | -108.3% | +34.4% |
| 3Y | +290.7% | +577.2% | -286.4% | +174.4% |
| 5Y | +252.3% | +119.0% | +133.3% | +180.1% |
| 10Y | +412.8% | +527.9% | -115.1% | +247.3% |
| All | +7,916.8% | +69,847.7% | -61,931.0% | +3,631.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling