+8,143.9%
PWR vs SMTC
+1,653.2%
+6,490.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +1.1% |
| 7D | +19.1% | +30.5% | -11.4% | +10.0% |
| 30D | -12.0% | -30.9% | +18.9% | -2.5% |
| 3M | -10.6% | -14.7% | +4.1% | -8.1% |
| 6M | -20.8% | -9.6% | -11.3% | -21.4% |
| YTD | +43.7% | +62.1% | -18.4% | +18.9% |
| 1Y | +35.0% | +66.6% | -31.6% | +10.6% |
| 3Y | +249.4% | +718.1% | -468.7% | +58.2% |
| 5Y | +422.1% | +32.8% | +389.3% | +278.4% |
| 10Y | +1,868.4% | +354.1% | +1,514.3% | +820.2% |
| All | +8,143.9% | +1,653.2% | +6,490.6% | +2,858.6% |
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