+929.2%
SMTC vs ACWI
+356.8%
+572.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.3% |
| 7D | +12.7% | +0.5% | +12.3% | +12.0% |
| 30D | +22.0% | +0.9% | +21.1% | +20.8% |
| 3M | -12.7% | +2.4% | -15.1% | -13.7% |
| 6M | +64.8% | +12.4% | +52.4% | +46.9% |
| YTD | +100.7% | +15.2% | +85.5% | +74.1% |
| 1Y | +146.9% | +22.7% | +124.2% | +99.7% |
| 3Y | +456.8% | +75.8% | +381.0% | +219.3% |
| 5Y | +89.2% | +67.7% | +21.5% | +18.4% |
| 10Y | +426.9% | +229.0% | +197.9% | +83.3% |
| All | +929.2% | +356.8% | +572.3% | +184.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling