+29.7%
EMB vs SMTC
+516.8%
-487.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.6% |
| 7D | -1.1% | +17.5% | -18.6% | -2.1% |
| 30D | -1.1% | +21.3% | -22.4% | -2.4% |
| 3M | -0.8% | +3.1% | -3.9% | -1.6% |
| 6M | -0.1% | +81.7% | -81.8% | -5.0% |
| YTD | +0.4% | +115.9% | -115.5% | -5.7% |
| 1Y | +3.3% | +157.8% | -154.5% | -4.5% |
| 3Y | +29.0% | +557.3% | -528.3% | +6.2% |
| 5Y | +6.3% | +114.7% | -108.3% | -5.0% |
| All | +29.7% | +516.8% | -487.1% | +5.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling