+104.2%
EMR vs SMTC
+709.5%
-605.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.8% |
| 7D | +0.7% | -10.9% | +11.6% | +1.9% |
| 30D | +3.5% | -39.4% | +42.9% | +10.3% |
| 3M | +5.9% | -13.5% | +19.5% | +6.0% |
| 6M | +19.4% | -6.8% | +26.3% | +16.0% |
| YTD | +27.7% | +54.0% | -26.3% | +13.3% |
| 1Y | +30.9% | +50.8% | -19.9% | +16.3% |
| 3Y | +104.2% | +677.3% | -573.1% | +32.8% |
| All | +104.2% | +709.5% | -605.3% | +32.8% |
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 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