+70.0%
FDX vs SMTC
+13.5%
+56.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +12.7% | -15.5% | -4.2% |
| 7D | -1.6% | -19.0% | +17.3% | +0.3% |
| 30D | +6.6% | -46.7% | +53.3% | +13.8% |
| 3M | -2.1% | -23.4% | +21.4% | -1.2% |
| 6M | +2.2% | -13.4% | +15.6% | -0.3% |
| YTD | +33.9% | +40.1% | -6.1% | +21.1% |
| 1Y | +50.2% | +47.7% | +2.6% | +34.3% |
| 3Y | +65.5% | +606.9% | -541.4% | -0.1% |
| All | +70.0% | +13.5% | +56.6% | +60.9% |
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