+286.5%
C vs SMTC
+493.3%
-206.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.0% | -10.7% | -3.0% |
| 7D | +3.2% | +22.9% | -19.8% | -2.0% |
| 30D | +1.3% | +16.6% | -15.4% | -3.4% |
| 3M | +3.1% | +2.4% | +0.7% | -0.4% |
| 6M | +29.6% | +98.3% | -68.6% | +3.7% |
| YTD | +19.0% | +120.7% | -101.7% | -7.9% |
| 1Y | +45.6% | +168.3% | -122.6% | +5.9% |
| 3Y | +269.3% | +571.7% | -302.4% | +73.7% |
| 5Y | +131.6% | +114.0% | +17.6% | +53.7% |
| 10Y | +286.5% | +497.0% | -210.5% | +71.0% |
| All | +286.5% | +493.3% | -206.7% | +71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling