+8.9%
CRCL vs SMTC
+333.4%
-324.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -0.8% |
| 7D | -11.2% | +13.1% | -24.3% | -13.7% |
| 30D | +27.1% | +19.5% | +7.6% | +21.3% |
| 3M | +9.6% | +2.2% | +7.4% | +6.6% |
| 6M | -19.7% | +94.9% | -114.6% | -33.9% |
| YTD | +14.2% | +127.0% | -112.7% | -8.6% |
| 1Y | -32.2% | +174.6% | -206.8% | -45.6% |
| All | +8.9% | +333.4% | -324.5% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling