+90.0%
FTI vs SMTC
+169.6%
-79.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.5% |
| 7D | -4.4% | +13.1% | -17.5% | -5.5% |
| 30D | +1.5% | +19.5% | -18.0% | -0.5% |
| 3M | +8.2% | +2.2% | +6.0% | +7.5% |
| 6M | +18.8% | +94.9% | -76.0% | +9.0% |
| YTD | +71.7% | +127.0% | -55.3% | +55.7% |
| 1Y | +90.0% | +174.6% | -84.5% | +71.1% |
| All | +90.0% | +169.6% | -79.6% | +71.1% |
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 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