+62,999.7%
SMTC vs BEN
+4,913.3%
+58,086.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.5% | +5.7% | +7.5% |
| 7D | +12.7% | +0.2% | +12.5% | +12.7% |
| 30D | +22.0% | -0.5% | +22.5% | +22.3% |
| 3M | -12.7% | +9.7% | -22.4% | -16.5% |
| 6M | +64.8% | +33.9% | +30.9% | +42.7% |
| YTD | +100.7% | +49.0% | +51.7% | +64.5% |
| 1Y | +146.9% | +42.1% | +104.8% | +106.9% |
| 3Y | +456.8% | +51.9% | +404.9% | +352.6% |
| 5Y | +89.2% | +39.0% | +50.2% | +59.8% |
| 10Y | +426.9% | +57.9% | +369.0% | +294.6% |
| All | +62,999.7% | +4,913.3% | +58,086.4% | +14,818.3% |
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