+773.8%
SMTC vs FTV
+39.1%
+734.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.1% | +10.2% |
| 7D | +12.9% | -0.7% | +13.5% | +14.1% |
| 30D | -25.6% | +18.3% | -43.9% | -33.9% |
| 3M | -4.5% | +10.2% | -14.7% | -10.9% |
| 6M | -8.3% | +12.8% | -21.1% | -16.9% |
| YTD | +69.9% | +23.4% | +46.6% | +38.3% |
| 1Y | +73.9% | +31.4% | +42.5% | +32.0% |
| All | +773.8% | +39.1% | +734.7% | +456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling