-21.2%
NOW vs SMTC
+732.3%
-753.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -1.8% |
| 7D | -1.7% | +30.5% | -32.1% | -2.9% |
| 30D | -27.4% | -30.9% | +3.5% | -26.6% |
| 3M | -19.4% | -14.7% | -4.7% | -19.7% |
| 6M | +13.1% | -9.6% | +22.7% | +10.3% |
| YTD | -34.3% | +62.1% | -96.4% | -41.0% |
| 1Y | -41.8% | +66.6% | -108.3% | -48.0% |
| All | -21.2% | +732.3% | -753.5% | -43.1% |
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