+1,163.5%
C vs SMTC
+62,999.7%
-61,836.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.5% | -1.8% |
| 7D | +3.6% | +12.7% | -9.1% | +1.6% |
| 30D | +0.1% | +22.0% | -21.9% | -3.9% |
| 3M | +2.4% | -12.7% | +15.1% | +2.7% |
| 6M | +24.9% | +64.8% | -39.8% | +11.6% |
| YTD | +19.8% | +100.7% | -80.9% | +3.3% |
| 1Y | +44.9% | +146.9% | -102.0% | +19.8% |
| 3Y | +263.0% | +456.8% | -193.8% | +141.9% |
| 5Y | +129.5% | +89.2% | +40.3% | +77.1% |
| 10Y | +291.6% | +426.9% | -135.3% | +152.4% |
| All | +1,163.5% | +62,999.7% | -61,836.2% | +479.5% |
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