+359.4%
SMTC vs BEN
+58.0%
+301.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -3.8% |
| 7D | +30.5% | +11.3% | +19.1% | +22.5% |
| 30D | -30.9% | +15.0% | -45.9% | -36.5% |
| 3M | -14.7% | +7.8% | -22.5% | -18.4% |
| 6M | -9.6% | +15.5% | -25.1% | -17.2% |
| YTD | +62.1% | +55.4% | +6.7% | +22.4% |
| 1Y | +66.6% | +63.3% | +3.3% | +22.2% |
| 3Y | +718.1% | +83.4% | +634.7% | +451.2% |
| 5Y | +32.8% | +28.1% | +4.7% | +8.9% |
| All | +359.4% | +58.0% | +301.4% | +213.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling