+272.7%
PNC vs SMTC
+548.2%
-275.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | -0.5% |
| 7D | -0.6% | +13.1% | -13.6% | -3.1% |
| 30D | -4.4% | +19.5% | -23.8% | -8.5% |
| 3M | +5.2% | +2.2% | +3.0% | +2.1% |
| 6M | +20.6% | +94.9% | -74.2% | -0.3% |
| YTD | +19.8% | +127.0% | -107.2% | -4.9% |
| 1Y | +24.4% | +174.6% | -150.1% | -6.6% |
| 3Y | +131.2% | +615.9% | -484.7% | +14.9% |
| 5Y | +53.1% | +125.6% | -72.5% | +3.7% |
| All | +272.7% | +548.2% | -275.5% | +72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling