+6,084.9%
RIO vs SMTC
+72,707.4%
-66,622.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.2% | -8.8% | -0.7% |
| 7D | 0.0% | +12.7% | -12.8% | -1.5% |
| 30D | +4.0% | +22.0% | -18.0% | +0.9% |
| 3M | +0.1% | -12.7% | +12.8% | +0.5% |
| 6M | +12.7% | +64.8% | -52.1% | +3.8% |
| YTD | +35.6% | +100.7% | -65.1% | +21.6% |
| 1Y | +73.7% | +146.9% | -73.2% | +51.2% |
| 3Y | +93.3% | +456.8% | -363.5% | +41.9% |
| 5Y | +92.4% | +89.2% | +3.2% | +57.7% |
| 10Y | +606.9% | +426.9% | +180.1% | +403.8% |
| All | +6,084.9% | +72,707.4% | -66,622.5% | +3,676.2% |
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