+19.6%
RSG vs SMTC
+70.8%
-51.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -12.9% | +14.0% | -0.2% |
| 7D | +5.1% | -24.5% | +29.6% | +2.5% |
| 30D | +15.3% | -42.5% | +57.8% | +10.4% |
| 3M | +18.6% | -14.1% | +32.7% | +17.9% |
| 6M | +19.5% | +3.6% | +15.9% | +20.8% |
| YTD | +17.2% | +50.6% | -33.4% | +21.6% |
| 1Y | +19.6% | +72.2% | -52.7% | +27.0% |
| All | +19.6% | +70.8% | -51.3% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling