+62,999.7%
SMTC vs CASY
+36,294.0%
+26,705.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.5% | +9.3% |
| 7D | +12.7% | +0.1% | +12.7% | +12.7% |
| 30D | +22.0% | -11.3% | +33.3% | +26.8% |
| 3M | -12.7% | -0.6% | -12.0% | -14.2% |
| 6M | +64.8% | +10.7% | +54.1% | +56.2% |
| YTD | +100.7% | +37.1% | +63.6% | +76.2% |
| 1Y | +146.9% | +52.3% | +94.6% | +108.0% |
| 3Y | +456.8% | +215.2% | +241.6% | +252.8% |
| 5Y | +89.2% | +276.5% | -187.3% | +11.3% |
| 10Y | +426.9% | +508.4% | -81.5% | +155.0% |
| All | +62,999.7% | +36,294.0% | +26,705.7% | +5,090.7% |
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