+417.3%
LIN vs SMTC
+365.8%
+51.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.8% | -11.8% | -0.5% |
| 7D | +0.1% | -4.8% | +5.0% | +0.1% |
| 30D | +7.6% | -37.8% | +45.4% | +12.7% |
| 3M | +6.5% | -16.5% | +23.0% | +6.5% |
| 6M | +6.2% | -4.4% | +10.6% | +2.2% |
| YTD | +23.2% | +58.0% | -34.8% | +8.8% |
| 1Y | +25.4% | +62.0% | -36.6% | +9.8% |
| 3Y | +38.3% | +745.7% | -707.4% | -23.1% |
| 5Y | +64.4% | +29.0% | +35.4% | +39.5% |
| 10Y | +417.3% | +351.4% | +66.0% | +215.5% |
| All | +417.3% | +365.8% | +51.5% | +215.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling