-49.8%
OPEN vs SMTC
+166.6%
-216.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +10.0% | -12.5% | -4.4% |
| 7D | +1.0% | +22.9% | -22.0% | -3.2% |
| 30D | -11.9% | +16.6% | -28.5% | -15.3% |
| 3M | -28.8% | +2.4% | -31.2% | -30.9% |
| 6M | -38.6% | +98.3% | -136.9% | -52.1% |
| YTD | -47.3% | +120.7% | -168.0% | -61.3% |
| All | -49.8% | +166.6% | -216.3% | -59.3% |
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