+195.6%
EQT vs SMTC
+112.0%
+83.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.9% |
| 7D | -1.2% | +17.5% | -18.7% | -3.0% |
| 30D | +1.1% | +21.3% | -20.2% | -1.6% |
| 3M | +4.8% | +3.1% | +1.7% | +3.0% |
| 6M | -10.6% | +81.7% | -92.3% | -19.3% |
| YTD | +3.4% | +115.9% | -112.5% | -9.2% |
| 1Y | +8.7% | +157.8% | -149.2% | -7.6% |
| 3Y | +35.0% | +557.3% | -522.3% | -9.2% |
| All | +195.6% | +112.0% | +83.6% | +148.1% |
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