+436.7%
GE vs SMTC
+110.0%
+326.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.0% | -10.6% | -2.3% |
| 7D | +1.2% | +22.9% | -21.8% | -2.4% |
| 30D | -9.5% | +16.6% | -26.1% | -12.4% |
| 3M | +4.1% | +2.4% | +1.7% | +1.7% |
| 6M | +3.9% | +98.3% | -94.3% | -11.3% |
| YTD | +9.0% | +120.7% | -111.7% | -9.0% |
| 1Y | +21.9% | +168.3% | -146.3% | -2.5% |
| 3Y | +281.8% | +571.7% | -289.9% | +132.9% |
| 5Y | +436.7% | +114.0% | +322.7% | +337.5% |
| All | +436.7% | +110.0% | +326.7% | +337.5% |
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