+9.1%
COR vs SMTC
+168.8%
-159.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | -3.9% | +22.5% | -26.4% | -3.4% |
| 30D | -0.3% | +24.9% | -25.2% | +0.2% |
| 3M | +15.9% | +4.1% | +11.8% | +16.8% |
| 6M | -10.3% | +92.6% | -102.8% | -14.6% |
| YTD | -3.7% | +122.5% | -126.2% | -8.5% |
| 1Y | +9.1% | +166.2% | -157.1% | +3.8% |
| All | +9.1% | +168.8% | -159.7% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling