-16.3%
NOW vs SMTC
+597.8%
-614.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +12.7% | -13.1% | -0.9% |
| 7D | -3.0% | -19.0% | +16.0% | -2.3% |
| 30D | -26.0% | -46.7% | +20.7% | -24.4% |
| 3M | -13.1% | -23.4% | +10.3% | -13.1% |
| 6M | +14.5% | -13.4% | +27.9% | +11.0% |
| YTD | -33.4% | +40.1% | -73.5% | -39.9% |
| 1Y | -40.6% | +47.7% | -88.3% | -46.9% |
| 3Y | -16.3% | +606.9% | -623.2% | -40.8% |
| All | -16.3% | +597.8% | -614.2% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling