+175.5%
FDX vs SMTC
+493.3%
-317.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.0% | -12.6% | -4.6% |
| 7D | -3.3% | +22.9% | -26.3% | -7.6% |
| 30D | -1.4% | +16.6% | -18.0% | -5.5% |
| 3M | -4.5% | +2.4% | -6.9% | -7.3% |
| 6M | +9.4% | +98.3% | -88.9% | -10.1% |
| YTD | +36.0% | +120.7% | -84.7% | +8.5% |
| 1Y | +75.5% | +168.3% | -92.8% | +32.2% |
| 3Y | +62.8% | +571.7% | -508.9% | -19.5% |
| 5Y | +64.4% | +114.0% | -49.6% | +14.3% |
| 10Y | +175.5% | +497.0% | -321.5% | +28.1% |
| All | +175.5% | +493.3% | -317.8% | +28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling