+54.6%
FTI vs SMTC
+70.8%
-16.3%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -12.9% | +9.6% | -2.0% |
| 7D | -9.7% | -24.5% | +14.8% | -7.1% |
| 30D | -8.2% | -42.5% | +34.3% | -3.5% |
| 3M | -7.8% | -14.1% | +6.3% | -7.3% |
| 6M | -13.4% | +3.6% | -17.0% | -14.5% |
| YTD | +45.1% | +50.6% | -5.5% | +36.7% |
| 1Y | +54.6% | +72.2% | -17.7% | +44.3% |
| All | +54.6% | +70.8% | -16.3% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling