+72.2%
SMTC vs BTSG
+111.7%
-39.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.1% | -12.9% | -12.9% |
| 7D | -24.5% | +17.4% | -41.9% | -29.0% |
| 30D | -42.5% | +12.6% | -55.0% | -44.9% |
| 3M | -14.1% | +11.2% | -25.3% | -17.8% |
| 6M | +3.6% | +30.4% | -26.8% | -10.8% |
| YTD | +50.6% | +86.4% | -35.8% | +7.0% |
| 1Y | +72.2% | +117.9% | -45.7% | +8.6% |
| All | +72.2% | +111.7% | -39.5% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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