+26.9%
EOG vs SMTC
+153.7%
-126.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.1% |
| 7D | +1.0% | +17.5% | -16.5% | +2.0% |
| 30D | +2.8% | +21.3% | -18.5% | +4.2% |
| 3M | +5.9% | +3.1% | +2.8% | +6.8% |
| 6M | +17.1% | +81.7% | -64.6% | +24.1% |
| YTD | +43.9% | +115.9% | -72.0% | +53.5% |
| 1Y | +26.9% | +157.8% | -130.9% | +35.0% |
| All | +26.9% | +153.7% | -126.8% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling