+225.9%
SMTC vs ACI
+18.9%
+207.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.8% |
| 7D | +22.5% | -5.0% | +27.5% | +22.5% |
| 30D | +24.9% | -2.3% | +27.2% | +24.8% |
| 3M | +4.1% | -23.2% | +27.3% | +4.7% |
| 6M | +92.6% | -29.5% | +122.0% | +94.2% |
| YTD | +122.5% | -28.6% | +151.1% | +123.9% |
| 1Y | +166.2% | -34.0% | +200.3% | +169.2% |
| 3Y | +577.2% | -45.0% | +622.1% | +591.2% |
| 5Y | +119.0% | -44.0% | +163.0% | +119.7% |
| All | +225.9% | +18.9% | +207.1% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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