+123.2%
MPC vs SMTC
+166.5%
-43.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.0% | -7.7% | +2.3% |
| 7D | +3.9% | +22.9% | -19.1% | +3.8% |
| 30D | +33.8% | +16.6% | +17.1% | +33.6% |
| 3M | +49.9% | +2.4% | +47.4% | +49.1% |
| 6M | +80.9% | +98.3% | -17.3% | +83.5% |
| YTD | +147.4% | +120.7% | +26.7% | +150.6% |
| 1Y | +123.2% | +168.3% | -45.1% | +127.3% |
| All | +123.2% | +166.5% | -43.3% | +127.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling