-38.7%
NOW vs SMTC
+70.8%
-109.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.9% | +12.6% | -1.9% |
| 7D | -27.5% | -24.5% | -3.0% | -30.1% |
| 30D | -20.0% | -42.5% | +22.4% | -25.8% |
| 3M | -7.9% | -14.1% | +6.2% | -8.2% |
| 6M | +18.3% | +3.6% | +14.7% | +16.7% |
| YTD | -29.0% | +50.6% | -79.5% | -31.3% |
| 1Y | -38.7% | +72.2% | -110.9% | -41.5% |
| All | -38.7% | +70.8% | -109.5% | -41.5% |
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 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