+275.4%
RMD vs SMTC
+504.7%
-229.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -4.7% | +22.5% | -27.2% | -7.6% |
| 30D | +0.2% | +24.9% | -24.6% | -3.7% |
| 3M | +12.0% | +4.1% | +7.9% | +8.9% |
| 6M | -12.5% | +92.6% | -105.1% | -24.7% |
| YTD | -7.9% | +122.5% | -130.4% | -23.2% |
| 1Y | -20.4% | +166.2% | -186.6% | -36.3% |
| 3Y | +53.1% | +577.2% | -524.0% | -11.3% |
| 5Y | -22.1% | +119.0% | -141.1% | -41.4% |
| 10Y | +275.4% | +527.9% | -252.5% | +96.5% |
| All | +275.4% | +504.7% | -229.3% | +96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling