+99.6%
PSX vs SMTC
+154.8%
-55.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -9.1% | +0.3% |
| 7D | +4.5% | +12.7% | -8.2% | +4.8% |
| 30D | +26.6% | +22.0% | +4.6% | +26.9% |
| 3M | +39.3% | -12.7% | +51.9% | +38.7% |
| 6M | +56.8% | +64.8% | -8.0% | +58.9% |
| YTD | +101.8% | +100.7% | +1.1% | +105.9% |
| 1Y | +99.6% | +146.9% | -47.3% | +104.7% |
| All | +99.6% | +154.8% | -55.1% | +104.7% |
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 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