+48,322.4%
SMTC vs GEN
+8,652.2%
+39,670.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | -10.9% | +1.0% | -11.9% | -11.4% |
| 30D | -39.4% | +29.1% | -68.5% | -44.6% |
| 3M | -13.5% | +2.9% | -16.5% | -16.8% |
| 6M | -6.8% | +33.6% | -40.4% | -18.4% |
| YTD | +54.0% | +12.0% | +42.0% | +41.0% |
| 1Y | +50.8% | +16.2% | +34.6% | +36.3% |
| 3Y | +677.3% | +65.1% | +612.3% | +532.2% |
| 5Y | +28.7% | +33.3% | -4.6% | +9.8% |
| 10Y | +339.9% | +149.7% | +190.2% | +194.2% |
| All | +48,322.4% | +8,652.2% | +39,670.2% | +8,046.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling