+62.9%
EMR vs SMTC
+110.0%
-47.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.0% | -10.4% | -2.0% |
| 7D | +3.1% | +22.9% | -19.9% | -0.5% |
| 30D | -3.5% | +16.6% | -20.2% | -6.5% |
| 3M | +9.8% | +2.4% | +7.4% | +7.4% |
| 6M | +10.8% | +98.3% | -87.5% | -4.4% |
| YTD | +15.9% | +120.7% | -104.7% | -2.0% |
| 1Y | +16.4% | +168.3% | -151.8% | -5.4% |
| 3Y | +62.1% | +571.7% | -509.6% | +1.9% |
| 5Y | +62.9% | +114.0% | -51.1% | +27.8% |
| All | +62.9% | +110.0% | -47.1% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling