+119.0%
SMTC vs EAT
+310.8%
-191.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +2.0% |
| 7D | +22.5% | -6.8% | +29.3% | +25.4% |
| 30D | +24.9% | -5.4% | +30.3% | +26.9% |
| 3M | +4.1% | +42.8% | -38.7% | -10.5% |
| 6M | +92.6% | +56.5% | +36.0% | +57.7% |
| YTD | +122.5% | +50.0% | +72.5% | +84.3% |
| 1Y | +166.2% | +38.3% | +128.0% | +124.9% |
| 3Y | +577.2% | +591.6% | -14.5% | +212.6% |
| 5Y | +119.0% | +312.6% | -193.7% | +8.3% |
| All | +119.0% | +310.8% | -191.9% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling