+2,989.4%
SHOP vs SMTC
+504.7%
+2,484.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.7% |
| 7D | -10.6% | +22.5% | -33.1% | -17.2% |
| 30D | -18.3% | +24.9% | -43.2% | -26.1% |
| 3M | +14.8% | +4.1% | +10.7% | +6.1% |
| 6M | -5.0% | +92.6% | -97.6% | -34.4% |
| YTD | -21.2% | +122.5% | -143.7% | -49.4% |
| 1Y | -11.6% | +166.2% | -177.8% | -48.2% |
| 3Y | +101.2% | +577.2% | -475.9% | -40.8% |
| 5Y | -15.7% | +119.0% | -134.7% | -55.1% |
| 10Y | +2,989.4% | +527.9% | +2,461.5% | +896.4% |
| All | +2,989.4% | +504.7% | +2,484.7% | +896.4% |
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