+48,322.4%
SMTC vs BEN
+5,192.0%
+43,130.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -3.1% |
| 7D | -10.9% | +12.1% | -23.1% | -15.5% |
| 30D | -39.4% | +13.4% | -52.8% | -42.9% |
| 3M | -13.5% | +9.4% | -22.9% | -17.0% |
| 6M | -6.8% | +19.3% | -26.1% | -14.2% |
| YTD | +54.0% | +57.3% | -3.2% | +23.1% |
| 1Y | +50.8% | +69.1% | -18.3% | +16.5% |
| 3Y | +677.3% | +85.6% | +591.7% | +472.8% |
| 5Y | +28.7% | +32.9% | -4.2% | +11.8% |
| 10Y | +339.9% | +58.3% | +281.6% | +230.5% |
| All | +48,322.4% | +5,192.0% | +43,130.4% | +11,068.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling