+340.7%
SMTC vs GEN
+152.9%
+187.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.5% | -4.7% |
| 7D | +11.0% | +2.0% | +9.0% | +10.4% |
| 30D | -28.5% | +27.7% | -56.2% | -34.4% |
| 3M | -14.2% | +3.3% | -17.5% | -17.1% |
| 6M | -18.0% | +31.8% | -49.8% | -28.9% |
| YTD | +55.5% | +13.5% | +42.0% | +41.3% |
| 1Y | +69.5% | +16.0% | +53.5% | +52.3% |
| 3Y | +699.7% | +70.6% | +629.1% | +522.9% |
| 5Y | +27.4% | +32.1% | -4.7% | +5.8% |
| All | +340.7% | +152.9% | +187.8% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling