+499.6%
SMTC vs MTB
+172.9%
+326.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.4% | -3.2% |
| 7D | +17.5% | -0.4% | +18.0% | +17.8% |
| 30D | +21.3% | -4.6% | +25.9% | +24.5% |
| 3M | +3.1% | +7.4% | -4.3% | -1.4% |
| 6M | +81.7% | +18.7% | +63.0% | +64.3% |
| YTD | +115.9% | +21.1% | +94.9% | +92.7% |
| 1Y | +157.8% | +24.1% | +133.8% | +126.3% |
| 3Y | +557.3% | +115.3% | +441.9% | +339.1% |
| 5Y | +114.7% | +106.0% | +8.6% | +41.8% |
| All | +499.6% | +172.9% | +326.7% | +239.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling