+581.2%
SMTC vs QSR
+25.0%
+556.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.3% | -2.9% |
| 7D | +17.5% | -4.7% | +22.2% | +17.7% |
| 30D | +21.3% | +4.3% | +17.0% | +20.7% |
| 3M | +3.1% | +5.4% | -2.3% | +2.2% |
| 6M | +81.7% | +8.2% | +73.5% | +78.6% |
| YTD | +115.9% | +14.1% | +101.8% | +109.5% |
| 1Y | +157.8% | +28.1% | +129.7% | +141.8% |
| All | +581.2% | +25.0% | +556.2% | +559.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling