+497.0%
SMTC vs AR
+45.1%
+451.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.8% | +10.8% | +10.1% |
| 7D | +22.9% | -1.8% | +24.8% | +23.3% |
| 30D | +16.6% | +12.6% | +4.1% | +14.1% |
| 3M | +2.4% | +10.0% | -7.6% | +0.3% |
| 6M | +98.3% | +0.6% | +97.6% | +96.3% |
| YTD | +120.7% | +13.4% | +107.3% | +113.0% |
| 1Y | +168.3% | +21.7% | +146.6% | +154.9% |
| 3Y | +571.7% | +45.8% | +525.9% | +518.8% |
| 5Y | +114.0% | +144.3% | -30.2% | +79.0% |
| 10Y | +497.0% | +41.8% | +455.2% | +423.6% |
| All | +497.0% | +45.1% | +451.9% | +423.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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