-22.9%
FLUT vs SMTC
+382.5%
-405.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.3% | -6.7% | +2.7% |
| 7D | +4.5% | +12.9% | -8.3% | +3.0% |
| 30D | +9.2% | -25.6% | +34.8% | +11.5% |
| 3M | -13.7% | -4.5% | -9.1% | -15.0% |
| 6M | -9.0% | -8.3% | -0.7% | -11.7% |
| YTD | -60.2% | +69.9% | -130.2% | -65.0% |
| 1Y | -63.1% | +73.9% | -137.0% | -67.7% |
| 3Y | -42.5% | +757.7% | -800.1% | -62.8% |
| 5Y | -47.6% | +38.7% | -86.3% | -59.7% |
| 10Y | -22.9% | +376.1% | -399.0% | -32.4% |
| All | -22.9% | +382.5% | -405.4% | -32.4% |
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