+62,999.7%
SMTC vs CP
+7,669.4%
+55,330.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +8.9% | +9.1% |
| 7D | +12.7% | -2.7% | +15.4% | +14.2% |
| 30D | +22.0% | +0.2% | +21.8% | +21.7% |
| 3M | -12.7% | +2.6% | -15.2% | -14.3% |
| 6M | +64.8% | +6.0% | +58.8% | +59.4% |
| YTD | +100.7% | +24.9% | +75.8% | +78.4% |
| 1Y | +146.9% | +20.1% | +126.8% | +123.6% |
| 3Y | +456.8% | +16.4% | +440.4% | +415.8% |
| 5Y | +89.2% | +31.7% | +57.5% | +64.5% |
| 10Y | +426.9% | +223.9% | +203.0% | +211.0% |
| All | +62,999.7% | +7,669.4% | +55,330.3% | +8,959.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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