+39.8%
EXPE vs SMTC
+28.0%
+11.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.8% | -12.9% | -1.7% |
| 7D | -13.3% | -4.8% | -8.5% | -13.2% |
| 30D | -5.5% | -37.8% | +32.3% | -0.4% |
| 3M | -16.5% | -16.5% | 0.0% | -17.0% |
| 6M | +13.1% | -4.4% | +17.5% | +6.0% |
| YTD | -8.0% | +58.0% | -66.0% | -23.7% |
| 1Y | +1.1% | +62.0% | -60.9% | -16.9% |
| 3Y | +131.2% | +745.7% | -614.5% | -0.2% |
| 5Y | +39.8% | +29.0% | +10.7% | +24.2% |
| All | +39.8% | +28.0% | +11.7% | +24.2% |
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