+72.2%
SMTC vs GPC
+6.5%
+65.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.7% | -14.6% | -12.6% |
| 7D | -24.5% | +4.1% | -28.6% | -23.9% |
| 30D | -42.5% | +0.1% | -42.6% | -42.3% |
| 3M | -14.1% | -3.9% | -10.2% | -14.3% |
| 6M | +3.6% | +24.4% | -20.8% | -0.1% |
| YTD | +50.6% | +5.7% | +44.9% | +44.4% |
| 1Y | +72.2% | +6.8% | +65.5% | +73.9% |
| All | +72.2% | +6.5% | +65.8% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling