+146.9%
SMTC vs BEN
+42.6%
+104.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.5% | +5.7% | +6.8% |
| 7D | +12.7% | +0.2% | +12.5% | +12.6% |
| 30D | +22.0% | -0.5% | +22.5% | +22.2% |
| 3M | -12.7% | +9.7% | -22.4% | -17.9% |
| 6M | +64.8% | +33.9% | +30.9% | +34.1% |
| YTD | +100.7% | +49.0% | +51.7% | +52.1% |
| 1Y | +146.9% | +42.1% | +104.8% | +85.4% |
| All | +146.9% | +42.6% | +104.3% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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