+340.7%
SMTC vs BEN
+58.7%
+282.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.3% |
| 7D | +11.0% | +6.8% | +4.2% | +6.7% |
| 30D | -28.5% | +18.0% | -46.5% | -35.5% |
| 3M | -14.2% | +7.5% | -21.7% | -17.7% |
| 6M | -18.0% | +14.7% | -32.7% | -24.6% |
| YTD | +55.5% | +56.1% | -0.6% | +17.1% |
| 1Y | +69.5% | +69.6% | -0.1% | +21.3% |
| 3Y | +699.7% | +87.7% | +612.0% | +431.2% |
| 5Y | +27.4% | +28.6% | -1.2% | +4.1% |
| All | +340.7% | +58.7% | +282.0% | +200.0% |
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