+9.5%
MGY vs SMTC
+70.8%
-61.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -12.9% | +7.7% | -5.5% |
| 7D | -12.1% | -24.5% | +12.4% | -12.7% |
| 30D | -2.6% | -42.5% | +39.8% | -4.3% |
| 3M | -4.2% | -14.1% | +9.9% | -4.1% |
| 6M | -23.9% | +3.6% | -27.5% | -20.7% |
| YTD | +8.8% | +50.6% | -41.8% | +17.6% |
| 1Y | +9.5% | +72.2% | -62.8% | +18.9% |
| All | +9.5% | +70.8% | -61.4% | +18.9% |
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