+28.3%
RDW vs SMTC
+154.8%
-126.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.2% | -7.7% | -3.3% |
| 7D | -3.1% | +12.7% | -15.9% | -9.3% |
| 30D | -1.8% | +22.0% | -23.7% | -13.6% |
| 3M | -50.9% | -12.7% | -38.2% | -49.3% |
| 6M | +13.5% | +64.8% | -51.3% | -13.6% |
| YTD | +38.6% | +100.7% | -62.1% | -2.8% |
| 1Y | +28.3% | +146.9% | -118.6% | -11.6% |
| All | +28.3% | +154.8% | -126.5% | -11.6% |
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 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