-86.1%
OPEN vs SMTC
+63.0%
-149.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | -3.2% |
| 7D | -15.0% | +11.0% | -26.0% | -15.9% |
| 30D | -40.2% | -28.5% | -11.7% | -37.3% |
| 3M | -67.4% | -14.2% | -53.2% | -67.7% |
| 6M | -74.0% | -18.0% | -56.0% | -75.1% |
| YTD | -79.6% | +55.5% | -135.1% | -87.2% |
| 1Y | -86.1% | +69.5% | -155.6% | -92.1% |
| All | -86.1% | +63.0% | -149.1% | -92.1% |
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 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