+119.0%
SMTC vs BEN
+40.0%
+79.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.9% |
| 7D | +22.5% | +3.4% | +19.1% | +19.7% |
| 30D | +24.9% | +1.8% | +23.1% | +23.5% |
| 3M | +4.1% | +8.4% | -4.3% | -2.0% |
| 6M | +92.6% | +35.6% | +56.9% | +53.2% |
| YTD | +122.5% | +46.4% | +76.1% | +66.4% |
| 1Y | +166.2% | +46.3% | +119.9% | +98.7% |
| 3Y | +577.2% | +54.6% | +522.5% | +373.0% |
| 5Y | +119.0% | +39.4% | +79.6% | +57.0% |
| All | +119.0% | +40.0% | +79.0% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling