+176.4%
EOG vs SMTC
+116.8%
+59.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.1% |
| 7D | -1.3% | +22.5% | -23.8% | -2.3% |
| 30D | +3.4% | +24.9% | -21.5% | +2.1% |
| 3M | +7.8% | +4.1% | +3.8% | +7.0% |
| 6M | +13.4% | +92.6% | -79.2% | +7.6% |
| YTD | +43.5% | +122.5% | -79.0% | +34.4% |
| 1Y | +29.7% | +166.2% | -136.5% | +19.2% |
| 3Y | +23.2% | +577.2% | -554.0% | -1.9% |
| 5Y | +176.4% | +119.0% | +57.4% | +156.5% |
| All | +176.4% | +116.8% | +59.6% | +156.5% |
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 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