+146.9%
SMTC vs BTG
+38.4%
+108.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.4% | +10.6% | +9.6% |
| 7D | +12.7% | -0.9% | +13.6% | +12.9% |
| 30D | +22.0% | +36.8% | -14.9% | +9.9% |
| 3M | -12.7% | +23.1% | -35.8% | -18.7% |
| 6M | +64.8% | +3.5% | +61.3% | +59.0% |
| YTD | +100.7% | +25.5% | +75.2% | +83.7% |
| 1Y | +146.9% | +40.1% | +106.8% | +147.8% |
| All | +146.9% | +38.4% | +108.5% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling