+25.7%
IWM vs SMTC
+166.6%
-140.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.0% | -10.4% | -1.7% |
| 7D | +1.4% | +22.9% | -21.5% | -1.4% |
| 30D | -2.3% | +16.6% | -18.9% | -4.7% |
| 3M | +4.0% | +2.4% | +1.6% | +2.4% |
| 6M | +17.9% | +98.3% | -80.3% | +2.6% |
| YTD | +20.2% | +120.7% | -100.5% | +2.8% |
| All | +25.7% | +166.6% | -140.9% | +6.3% |
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