+4,282.2%
EMR vs SMTC
+50,861.1%
-46,578.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.5% | +0.5% |
| 7D | +2.7% | +30.5% | -27.8% | -0.8% |
| 30D | +2.1% | -30.9% | +33.0% | +5.8% |
| 3M | +2.3% | -14.7% | +16.9% | +2.6% |
| 6M | +22.5% | -9.6% | +32.1% | +20.6% |
| YTD | +27.2% | +62.1% | -34.9% | +15.9% |
| 1Y | +28.0% | +66.6% | -38.6% | +16.1% |
| 3Y | +103.4% | +718.1% | -614.7% | +45.4% |
| 5Y | +88.2% | +32.8% | +55.4% | +61.2% |
| 10Y | +280.3% | +354.1% | -73.8% | +181.3% |
| All | +4,282.2% | +50,861.1% | -46,578.8% | +2,463.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling