+146.9%
SMTC vs PRU
+19.0%
+127.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.5% |
| 7D | +12.7% | +1.9% | +10.9% | +11.9% |
| 30D | +22.0% | +2.7% | +19.2% | +20.7% |
| 3M | -12.7% | +19.5% | -32.1% | -19.7% |
| 6M | +64.8% | +26.6% | +38.1% | +46.7% |
| YTD | +100.7% | +12.3% | +88.3% | +82.9% |
| 1Y | +146.9% | +18.0% | +128.8% | +118.1% |
| All | +146.9% | +19.0% | +127.9% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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