+96.9%
PSX vs SMTC
+70.8%
+26.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -12.9% | +8.4% | -4.5% |
| 7D | -5.2% | -24.5% | +19.3% | -5.3% |
| 30D | -3.7% | -42.5% | +38.7% | -4.1% |
| 3M | +26.8% | -14.1% | +40.9% | +27.3% |
| 6M | +47.3% | +3.6% | +43.7% | +50.1% |
| YTD | +105.4% | +50.6% | +54.8% | +115.8% |
| 1Y | +96.9% | +72.2% | +24.7% | +110.2% |
| All | +96.9% | +70.8% | +26.1% | +110.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling