+49.0%
REGN vs SMTC
+70.8%
-21.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.9% | +8.5% | -4.9% |
| 7D | +14.4% | -24.5% | +38.9% | +13.3% |
| 30D | +28.1% | -42.5% | +70.6% | +26.4% |
| 3M | +22.5% | -14.1% | +36.6% | +21.1% |
| 6M | +31.6% | +3.6% | +28.0% | +26.7% |
| YTD | +21.0% | +50.6% | -29.5% | +15.2% |
| 1Y | +49.0% | +72.2% | -23.3% | +44.3% |
| All | +49.0% | +70.8% | -21.9% | +44.3% |
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