+62,999.7%
SMTC vs MKC
+3,376.8%
+59,623.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.4% |
| 7D | +12.7% | -5.9% | +18.6% | +14.2% |
| 30D | +22.0% | -0.9% | +22.8% | +21.8% |
| 3M | -12.7% | +12.7% | -25.4% | -16.1% |
| 6M | +64.8% | -19.3% | +84.1% | +70.9% |
| YTD | +100.7% | -22.2% | +122.8% | +109.0% |
| 1Y | +146.9% | -23.3% | +170.2% | +156.8% |
| 3Y | +456.8% | -30.0% | +486.8% | +487.3% |
| 5Y | +89.2% | -33.8% | +123.0% | +99.3% |
| 10Y | +426.9% | +24.4% | +402.4% | +368.4% |
| All | +62,999.7% | +3,376.8% | +59,623.0% | +37,252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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