+958.5%
SLB vs SMTC
+62,999.7%
-62,041.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -9.1% | -0.8% |
| 7D | +0.8% | +12.7% | -11.9% | -0.5% |
| 30D | +15.8% | +22.0% | -6.1% | +12.7% |
| 3M | -0.3% | -12.7% | +12.3% | -0.2% |
| 6M | +21.3% | +64.8% | -43.4% | +12.4% |
| YTD | +52.3% | +100.7% | -48.4% | +37.6% |
| 1Y | +63.6% | +146.9% | -83.3% | +43.5% |
| 3Y | +3.8% | +456.8% | -453.1% | -21.9% |
| 5Y | +128.6% | +89.2% | +39.4% | +90.1% |
| 10Y | -3.1% | +426.9% | -429.9% | -28.0% |
| All | +958.5% | +62,999.7% | -62,041.2% | +579.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling