+571.7%
SMTC vs BEN
+56.8%
+514.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.2% | +10.2% | +10.1% |
| 7D | +22.9% | +4.7% | +18.3% | +18.9% |
| 30D | +16.6% | +2.6% | +14.0% | +14.6% |
| 3M | +2.4% | +11.5% | -9.1% | -5.7% |
| 6M | +98.3% | +35.3% | +62.9% | +57.1% |
| YTD | +120.7% | +48.6% | +72.0% | +62.0% |
| 1Y | +168.3% | +46.7% | +121.6% | +98.4% |
| 3Y | +571.7% | +57.0% | +514.7% | +311.0% |
| All | +571.7% | +56.8% | +514.9% | +311.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling