+49,585.3%
SMTC vs GEN
+8,591.0%
+40,994.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | 0.0% | +12.8% | +12.8% |
| 7D | -4.8% | -0.3% | -4.5% | -5.0% |
| 30D | -37.8% | +28.2% | -66.0% | -43.0% |
| 3M | -16.5% | +2.6% | -19.1% | -19.5% |
| 6M | -4.4% | +32.7% | -37.1% | -16.1% |
| YTD | +58.0% | +11.3% | +46.8% | +45.0% |
| 1Y | +62.0% | +17.9% | +44.1% | +45.8% |
| 3Y | +745.7% | +66.3% | +679.4% | +586.4% |
| 5Y | +29.0% | +31.7% | -2.7% | +10.5% |
| 10Y | +351.4% | +150.0% | +201.3% | +201.7% |
| All | +49,585.3% | +8,591.0% | +40,994.4% | +8,276.4% |
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