+1,924.6%
NOW vs SMTC
+374.1%
+1,550.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.5% |
| 7D | -8.7% | -10.9% | +2.2% | -7.1% |
| 30D | -29.3% | -39.4% | +10.1% | -22.0% |
| 3M | -21.8% | -13.5% | -8.3% | -23.0% |
| 6M | +9.2% | -6.8% | +16.1% | -0.1% |
| YTD | -35.0% | +54.0% | -89.0% | -50.1% |
| 1Y | -42.5% | +50.8% | -93.3% | -55.9% |
| 3Y | -21.5% | +677.3% | -698.9% | -72.6% |
| 5Y | -25.8% | +28.7% | -54.5% | -49.3% |
| 10Y | +506.3% | +339.9% | +166.5% | +127.2% |
| All | +1,924.6% | +374.1% | +1,550.5% | +621.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling