+72.2%
SMTC vs PFG
+46.8%
+25.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.1% | -17.0% | -12.7% |
| 7D | -24.5% | +4.9% | -29.4% | -24.3% |
| 30D | -42.5% | +5.7% | -48.1% | -42.2% |
| 3M | -14.1% | +2.6% | -16.7% | -13.7% |
| 6M | +3.6% | +19.8% | -16.2% | -3.9% |
| YTD | +50.6% | +36.3% | +14.3% | +27.6% |
| 1Y | +72.2% | +47.9% | +24.4% | +42.2% |
| All | +72.2% | +46.8% | +25.4% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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