+436.6%
SMTC vs ALLE
+145.7%
+290.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.0% | +8.2% | +8.5% |
| 7D | +12.7% | -0.2% | +13.0% | +12.9% |
| 30D | +22.0% | -6.8% | +28.8% | +27.8% |
| 3M | -12.7% | +21.0% | -33.7% | -24.8% |
| 6M | +64.8% | +1.1% | +63.7% | +61.1% |
| YTD | +100.7% | -0.5% | +101.2% | +96.1% |
| 1Y | +146.9% | -7.3% | +154.1% | +153.3% |
| 3Y | +456.8% | +42.3% | +414.6% | +315.4% |
| 5Y | +89.2% | +13.5% | +75.8% | +62.1% |
| All | +436.6% | +145.7% | +290.9% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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