+376.1%
SMTC vs PRU
+102.7%
+273.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.2% | +10.5% | +10.5% |
| 7D | +12.9% | -2.8% | +15.7% | +15.1% |
| 30D | -25.6% | +8.5% | -34.1% | -30.2% |
| 3M | -4.5% | +1.7% | -6.3% | -7.2% |
| 6M | -8.3% | +24.8% | -33.0% | -22.4% |
| YTD | +69.9% | +13.3% | +56.7% | +52.4% |
| 1Y | +73.9% | +21.4% | +52.5% | +49.1% |
| 3Y | +757.7% | +54.8% | +702.9% | +535.5% |
| 5Y | +38.7% | +42.4% | -3.7% | +7.6% |
| 10Y | +376.1% | +98.4% | +277.7% | +205.0% |
| All | +376.1% | +102.7% | +273.4% | +205.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling