+72.2%
SMTC vs PRU
+27.9%
+44.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.6% | -19.5% | -12.4% |
| 7D | -24.5% | +9.8% | -34.3% | -24.3% |
| 30D | -42.5% | +11.6% | -54.0% | -42.6% |
| 3M | -14.1% | +3.7% | -17.8% | -12.4% |
| 6M | +3.6% | +33.0% | -29.4% | -8.5% |
| YTD | +50.6% | +16.6% | +34.0% | +37.0% |
| 1Y | +72.2% | +26.9% | +45.3% | +48.1% |
| All | +72.2% | +27.9% | +44.4% | +48.1% |
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