+652.2%
RGTI vs SMTC
+579.3%
+72.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -1.6% |
| 7D | +0.5% | +13.1% | -12.6% | -5.3% |
| 30D | -17.1% | +19.5% | -36.6% | -25.0% |
| 3M | -26.0% | +2.2% | -28.2% | -29.0% |
| 6M | -9.9% | +94.9% | -104.7% | -34.9% |
| YTD | -31.1% | +127.0% | -158.0% | -53.9% |
| 1Y | -8.5% | +174.6% | -183.1% | -43.5% |
| 3Y | +652.2% | +615.9% | +36.3% | +145.1% |
| All | +652.2% | +579.3% | +72.9% | +145.1% |
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