+43,936.3%
SMTC vs GPC
+2,071.6%
+41,864.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.3% | +14.1% | +13.5% |
| 7D | -19.0% | +1.6% | -20.5% | -19.8% |
| 30D | -46.7% | -2.1% | -44.7% | -46.7% |
| 3M | -23.4% | -6.8% | -16.6% | -21.5% |
| 6M | -13.4% | +18.6% | -32.0% | -25.0% |
| YTD | +40.1% | +2.7% | +37.4% | +29.7% |
| 1Y | +47.7% | +1.8% | +45.9% | +37.1% |
| 3Y | +606.9% | +1.1% | +605.9% | +525.2% |
| 5Y | +14.4% | +4.1% | +10.3% | -0.5% |
| 10Y | +322.5% | +88.2% | +234.2% | +146.9% |
| All | +43,936.3% | +2,071.6% | +41,864.7% | +8,184.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling