+530.1%
SMTC vs BEN
+56.6%
+473.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +13.1% | -3.1% | +16.2% | +15.3% |
| 30D | +19.5% | +0.2% | +19.3% | +19.5% |
| 3M | +2.2% | +6.8% | -4.6% | -1.9% |
| 6M | +94.9% | +38.1% | +56.8% | +59.4% |
| YTD | +127.0% | +44.3% | +82.6% | +79.9% |
| 1Y | +174.6% | +42.6% | +132.0% | +119.2% |
| 3Y | +615.9% | +52.3% | +563.6% | +443.1% |
| 5Y | +125.6% | +37.6% | +88.0% | +78.5% |
| All | +530.1% | +56.6% | +473.5% | +342.1% |
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