+43,936.3%
SMTC vs CASY
+33,031.0%
+10,905.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.3% | +13.0% | +12.8% |
| 7D | -19.0% | +1.1% | -20.1% | -19.5% |
| 30D | -46.7% | +8.7% | -55.4% | -48.7% |
| 3M | -23.4% | -17.3% | -6.1% | -19.7% |
| 6M | -13.4% | -19.7% | +6.3% | -9.7% |
| YTD | +40.1% | +24.8% | +15.2% | +25.0% |
| 1Y | +47.7% | +31.9% | +15.8% | +28.9% |
| 3Y | +606.9% | +155.4% | +451.5% | +376.1% |
| 5Y | +14.4% | +250.6% | -236.2% | -32.1% |
| 10Y | +322.5% | +556.8% | -234.4% | +96.6% |
| All | +43,936.3% | +33,031.0% | +10,905.2% | +3,581.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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