+71.8%
GH vs SMTC
+70.8%
+0.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.9% | +9.2% | -1.7% |
| 7D | -7.7% | -24.5% | +16.8% | -3.8% |
| 30D | -10.0% | -42.5% | +32.5% | -2.9% |
| 3M | +5.5% | -14.1% | +19.6% | +5.4% |
| 6M | +84.9% | +3.6% | +81.3% | +68.3% |
| YTD | +65.0% | +50.6% | +14.5% | +33.6% |
| 1Y | +71.8% | +72.2% | -0.5% | +31.3% |
| All | +71.8% | +70.8% | +0.9% | +31.3% |
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