+166.2%
SMTC vs PFG
+47.8%
+118.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +22.5% | +3.2% | +19.3% | +21.2% |
| 30D | +24.9% | +0.9% | +23.9% | +24.2% |
| 3M | +4.1% | +7.7% | -3.6% | +0.7% |
| 6M | +92.6% | +29.0% | +63.6% | +67.1% |
| YTD | +122.5% | +32.5% | +90.0% | +89.9% |
| 1Y | +166.2% | +47.3% | +118.9% | +122.7% |
| All | +166.2% | +47.8% | +118.4% | +122.7% |
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