+50,861.1%
SMTC vs EAT
+9,981.2%
+40,879.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -3.1% | -4.2% |
| 7D | +30.5% | -7.1% | +37.6% | +33.0% |
| 30D | -30.9% | -2.3% | -28.5% | -30.8% |
| 3M | -14.7% | -19.6% | +4.9% | -10.4% |
| 6M | -9.6% | +46.0% | -55.6% | -20.7% |
| YTD | +62.1% | +37.7% | +24.4% | +43.8% |
| 1Y | +66.6% | +73.8% | -7.2% | +38.2% |
| 3Y | +718.1% | +482.1% | +236.0% | +384.7% |
| 5Y | +32.8% | +362.5% | -329.7% | -19.9% |
| 10Y | +354.1% | +319.3% | +34.9% | +137.2% |
| All | +50,861.1% | +9,981.2% | +40,879.9% | +9,057.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling