+72.2%
SMTC vs ACWI
+14.9%
+57.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.7% | -14.6% | -17.8% |
| 7D | -24.5% | -0.5% | -24.0% | -23.6% |
| 30D | -42.5% | -1.6% | -40.8% | -39.3% |
| 3M | -14.1% | -1.3% | -12.8% | -10.0% |
| 6M | +3.6% | +5.8% | -2.2% | -7.5% |
| YTD | +50.6% | +12.7% | +37.8% | +13.8% |
| 1Y | +72.2% | +15.0% | +57.2% | +23.6% |
| All | +72.2% | +14.9% | +57.4% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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