+174.6%
SMTC vs BTG
+25.2%
+149.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.0% |
| 7D | +13.1% | -3.8% | +16.8% | +14.3% |
| 30D | +19.5% | +3.6% | +15.8% | +17.7% |
| 3M | +2.2% | +32.0% | -29.8% | -7.5% |
| 6M | +94.9% | +3.4% | +91.5% | +88.4% |
| YTD | +127.0% | +20.8% | +106.2% | +109.5% |
| 1Y | +174.6% | +22.4% | +152.2% | +168.3% |
| All | +174.6% | +25.2% | +149.3% | +168.3% |
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