+615.9%
SMTC vs BTG
+94.8%
+521.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.0% |
| 7D | +13.1% | -3.8% | +16.8% | +14.1% |
| 30D | +19.5% | +3.6% | +15.8% | +18.1% |
| 3M | +2.2% | +32.0% | -29.8% | -5.8% |
| 6M | +94.9% | +3.4% | +91.5% | +89.8% |
| YTD | +127.0% | +20.8% | +106.2% | +112.6% |
| 1Y | +174.6% | +22.4% | +152.2% | +154.2% |
| 3Y | +615.9% | +91.7% | +524.2% | +459.1% |
| All | +615.9% | +94.8% | +521.1% | +459.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling