+76.2%
FDX vs SMTC
+26.3%
+49.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +2.0% |
| 7D | +5.2% | +11.0% | -5.8% | +3.8% |
| 30D | +11.3% | -28.5% | +39.8% | +14.6% |
| 3M | -4.1% | -14.2% | +10.1% | -4.6% |
| 6M | +9.6% | -18.0% | +27.6% | +8.2% |
| YTD | +40.9% | +55.5% | -14.6% | +25.7% |
| 1Y | +53.0% | +69.5% | -16.5% | +34.6% |
| 3Y | +74.1% | +699.7% | -625.6% | +3.3% |
| All | +76.2% | +26.3% | +49.9% | +64.2% |
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