-17.1%
OPEN vs SMTC
+514.4%
-531.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.2% | -8.6% | -1.9% |
| 7D | -4.3% | +12.7% | -17.0% | -7.5% |
| 30D | -16.2% | +22.0% | -38.2% | -22.3% |
| 3M | -36.4% | -12.7% | -23.7% | -36.1% |
| 6M | -35.5% | +64.8% | -100.2% | -48.0% |
| YTD | -46.0% | +100.7% | -146.7% | -59.5% |
| 1Y | -47.1% | +146.9% | -194.0% | -63.0% |
| All | -17.1% | +514.4% | -531.5% | -72.4% |
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