+72.2%
SMTC vs RACE
+10.6%
+61.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.3% | -17.2% | -13.3% |
| 7D | -24.5% | +9.9% | -34.4% | -25.3% |
| 30D | -42.5% | +12.8% | -55.3% | -43.4% |
| 3M | -14.1% | +7.4% | -21.5% | -15.0% |
| 6M | +3.6% | +27.6% | -24.0% | -3.0% |
| YTD | +50.6% | +18.4% | +32.2% | +44.7% |
| 1Y | +72.2% | +9.5% | +62.7% | +67.1% |
| All | +72.2% | +10.6% | +61.7% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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