+174.6%
SMTC vs MTB
+24.6%
+150.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.0% |
| 7D | +13.1% | 0.0% | +13.1% | +13.1% |
| 30D | +19.5% | -4.8% | +24.3% | +21.3% |
| 3M | +2.2% | +6.0% | -3.7% | -0.7% |
| 6M | +94.9% | +19.6% | +75.3% | +78.9% |
| YTD | +127.0% | +21.5% | +105.5% | +108.2% |
| 1Y | +174.6% | +24.7% | +149.9% | +152.7% |
| All | +174.6% | +24.6% | +150.0% | +152.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling