+274.2%
RCL vs SMTC
+597.8%
-323.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +12.7% | -11.4% | -0.8% |
| 7D | +6.5% | -19.0% | +25.5% | +9.6% |
| 30D | +15.9% | -46.7% | +62.6% | +27.9% |
| 3M | +2.7% | -23.4% | +26.1% | +4.6% |
| 6M | +15.2% | -13.4% | +28.6% | +11.5% |
| YTD | +19.2% | +40.1% | -20.8% | +3.0% |
| 1Y | +31.6% | +47.7% | -16.1% | +11.8% |
| 3Y | +274.2% | +606.9% | -332.7% | +111.9% |
| All | +274.2% | +597.8% | -323.6% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling