+41,132.7%
RMD vs SMTC
+7,016.5%
+34,116.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.2% | -9.6% | -1.6% |
| 7D | -5.0% | +12.7% | -17.7% | -6.6% |
| 30D | +2.2% | +22.0% | -19.8% | -1.3% |
| 3M | +17.8% | -12.7% | +30.5% | +17.4% |
| 6M | -11.3% | +64.8% | -76.1% | -20.3% |
| YTD | -4.4% | +100.7% | -105.1% | -16.9% |
| 1Y | -15.7% | +146.9% | -162.6% | -29.4% |
| 3Y | +47.7% | +456.8% | -409.1% | +0.9% |
| 5Y | -19.2% | +89.2% | -108.5% | -36.9% |
| 10Y | +280.4% | +426.9% | -146.5% | +147.4% |
| All | +41,132.7% | +7,016.5% | +34,116.2% | +20,743.0% |
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