+14,023.4%
PSA vs SMTC
+62,999.7%
-48,976.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.2% | -10.4% | -1.8% |
| 7D | -3.7% | +12.7% | -16.4% | -4.5% |
| 30D | -7.7% | +22.0% | -29.7% | -9.2% |
| 3M | -0.6% | -12.7% | +12.1% | -0.6% |
| 6M | -0.9% | +64.8% | -65.7% | -5.6% |
| YTD | +18.7% | +100.7% | -82.0% | +11.4% |
| 1Y | +7.6% | +146.9% | -139.3% | -0.7% |
| 3Y | +23.7% | +456.8% | -433.2% | +3.7% |
| 5Y | +13.7% | +89.2% | -75.6% | +1.1% |
| 10Y | +98.9% | +426.9% | -328.0% | +60.8% |
| All | +14,023.4% | +62,999.7% | -48,976.3% | +9,895.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling