+54.5%
PCG vs SMTC
+91.8%
-37.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.2% | -6.8% | +1.9% |
| 7D | -13.9% | +12.7% | -26.6% | -14.4% |
| 30D | -16.9% | +22.0% | -38.8% | -18.0% |
| 3M | -14.7% | -12.7% | -2.1% | -14.6% |
| 6M | -23.8% | +64.8% | -88.6% | -27.3% |
| YTD | -10.5% | +100.7% | -111.2% | -15.9% |
| 1Y | -5.1% | +146.9% | -152.0% | -12.5% |
| 3Y | -11.6% | +456.8% | -468.4% | -27.2% |
| All | +54.5% | +91.8% | -37.4% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling