+27.6%
SMTC vs ACWI
+58.7%
-31.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.4% |
| 7D | +11.0% | +2.4% | +8.6% | +6.0% |
| 30D | -28.5% | -1.7% | -26.8% | -24.4% |
| 3M | -14.2% | -3.9% | -10.3% | -4.1% |
| 6M | -18.0% | +0.8% | -18.8% | -15.1% |
| YTD | +55.5% | +11.0% | +44.5% | +33.8% |
| 1Y | +69.5% | +13.1% | +56.4% | +41.4% |
| 3Y | +699.7% | +73.9% | +625.8% | +234.0% |
| All | +27.6% | +58.7% | -31.1% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling