-2.6%
SLB vs SMTC
+504.7%
-507.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -1.9% | +22.5% | -24.3% | -5.9% |
| 30D | +7.8% | +24.9% | -17.1% | +2.2% |
| 3M | +2.7% | +4.1% | -1.4% | -0.8% |
| 6M | +22.2% | +92.6% | -70.4% | +1.9% |
| YTD | +51.1% | +122.5% | -71.4% | +21.3% |
| 1Y | +63.3% | +166.2% | -102.9% | +24.4% |
| 3Y | +2.4% | +577.2% | -574.7% | -48.5% |
| 5Y | +139.3% | +119.0% | +20.4% | +67.1% |
| 10Y | -2.6% | +527.9% | -530.5% | -52.7% |
| All | -2.6% | +504.7% | -507.3% | -52.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling