+26.4%
MAR vs SMTC
+153.7%
-127.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.7% |
| 7D | -2.1% | +17.5% | -19.6% | -2.2% |
| 30D | -5.7% | +21.3% | -27.0% | -5.8% |
| 3M | -14.6% | +3.1% | -17.8% | -14.5% |
| 6M | +1.3% | +81.7% | -80.4% | -2.1% |
| YTD | +6.7% | +115.9% | -109.2% | +3.3% |
| 1Y | +26.4% | +157.8% | -131.4% | +25.7% |
| All | +26.4% | +153.7% | -127.3% | +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