+1,135.3%
MPC vs SMTC
+382.5%
+752.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +10.3% | -6.9% | +1.5% |
| 7D | +2.6% | +12.9% | -10.3% | -0.3% |
| 30D | -12.2% | -25.6% | +13.4% | -8.3% |
| 3M | +20.1% | -4.5% | +24.6% | +17.8% |
| 6M | +60.6% | -8.3% | +68.9% | +54.8% |
| YTD | +150.6% | +69.9% | +80.7% | +106.9% |
| 1Y | +104.7% | +73.9% | +30.7% | +67.2% |
| 3Y | +194.5% | +757.7% | -563.2% | +29.5% |
| 5Y | +582.3% | +38.7% | +543.6% | +434.3% |
| 10Y | +1,135.3% | +376.1% | +759.1% | +529.3% |
| All | +1,135.3% | +382.5% | +752.7% | +529.3% |
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 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