+63.5%
SLB vs SMTC
+166.5%
-103.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.0% | -10.7% | -1.3% |
| 7D | +0.4% | +22.9% | -22.5% | -0.8% |
| 30D | +13.6% | +16.6% | -3.1% | +12.3% |
| 3M | +1.5% | +2.4% | -0.9% | +0.8% |
| 6M | +23.0% | +98.3% | -75.2% | +17.3% |
| YTD | +51.2% | +120.7% | -69.5% | +44.7% |
| 1Y | +63.5% | +168.3% | -104.8% | +59.3% |
| All | +63.5% | +166.5% | -103.0% | +59.3% |
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