+7.0%
SHW vs SMTC
+70.8%
-63.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -12.9% | +19.6% | +6.3% |
| 7D | +13.3% | -24.5% | +37.8% | +12.9% |
| 30D | +14.1% | -42.5% | +56.6% | +14.2% |
| 3M | +0.8% | -14.1% | +14.9% | -0.2% |
| 6M | +17.6% | +3.6% | +14.0% | +11.1% |
| YTD | +13.0% | +50.6% | -37.6% | +1.4% |
| 1Y | +7.0% | +72.2% | -65.3% | -6.0% |
| All | +7.0% | +70.8% | -63.9% | -6.0% |
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