+61.2%
GH vs SMTC
+63.0%
-1.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | -1.4% |
| 7D | +0.6% | +11.0% | -10.5% | -1.4% |
| 30D | -6.9% | -28.5% | +21.6% | -3.0% |
| 3M | -4.9% | -14.2% | +9.3% | -5.1% |
| 6M | +54.1% | -18.0% | +72.1% | +49.0% |
| YTD | +48.5% | +55.5% | -7.0% | +18.5% |
| 1Y | +61.2% | +69.5% | -8.4% | +25.7% |
| All | +61.2% | +63.0% | -1.9% | +25.7% |
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