+62,999.7%
SMTC vs GEN
+8,838.9%
+54,160.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.2% | +11.4% | +9.9% |
| 7D | +12.7% | -1.2% | +13.9% | +13.1% |
| 30D | +22.0% | +10.1% | +11.8% | +18.0% |
| 3M | -12.7% | +16.1% | -28.8% | -17.8% |
| 6M | +64.8% | +38.9% | +25.9% | +45.5% |
| YTD | +100.7% | +14.4% | +86.3% | +87.2% |
| 1Y | +146.9% | +5.9% | +141.0% | +135.0% |
| 3Y | +456.8% | +58.8% | +398.0% | +370.5% |
| 5Y | +89.2% | +24.7% | +64.6% | +68.6% |
| 10Y | +426.9% | +163.1% | +263.8% | +255.4% |
| All | +62,999.7% | +8,838.9% | +54,160.9% | +10,717.4% |
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