+129.9%
PSA vs SMTC
+333.2%
-203.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.8% | 0.0% |
| 7D | -1.4% | +11.0% | -12.5% | -2.1% |
| 30D | +15.2% | -28.5% | +43.7% | +17.0% |
| 3M | +2.2% | -14.2% | +16.4% | +2.0% |
| 6M | +11.7% | -18.0% | +29.7% | +10.7% |
| YTD | +32.0% | +55.5% | -23.5% | +23.6% |
| 1Y | +26.3% | +69.5% | -43.3% | +17.2% |
| 3Y | +52.4% | +699.7% | -647.3% | +14.9% |
| 5Y | +26.3% | +27.4% | -1.1% | +11.4% |
| All | +129.9% | +333.2% | -203.3% | +70.5% |
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