+53.9%
RMD vs SMTC
+556.3%
-502.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.0% | -13.2% | -3.7% |
| 7D | -4.5% | +22.9% | -27.4% | -5.4% |
| 30D | +4.6% | +16.6% | -12.0% | +3.6% |
| 3M | +14.8% | +2.4% | +12.4% | +14.1% |
| 6M | -12.1% | +98.3% | -110.3% | -17.8% |
| YTD | -7.5% | +120.7% | -128.2% | -14.6% |
| 1Y | -20.1% | +168.3% | -188.3% | -27.7% |
| 3Y | +53.9% | +571.7% | -517.8% | +19.8% |
| All | +53.9% | +556.3% | -502.4% | +19.8% |
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