+3,663.5%
SHOP vs SMTC
+382.5%
+3,280.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.3% | -8.5% | -1.5% |
| 7D | -2.5% | +12.9% | -15.3% | -7.0% |
| 30D | -16.7% | -25.6% | +8.9% | -10.7% |
| 3M | -2.2% | -4.5% | +2.3% | -7.7% |
| 6M | +45.6% | -8.3% | +53.8% | +30.7% |
| YTD | -7.3% | +69.9% | -77.2% | -37.8% |
| 1Y | -6.1% | +73.9% | -80.0% | -37.9% |
| 3Y | +143.3% | +757.7% | -614.3% | -41.1% |
| 5Y | +0.2% | +38.7% | -38.6% | -39.0% |
| 10Y | +3,663.5% | +376.1% | +3,287.4% | +1,234.8% |
| All | +3,663.5% | +382.5% | +3,280.9% | +1,234.8% |
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 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