+168.3%
SMTC vs RACE
-15.2%
+183.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.0% | +10.9% | +10.1% |
| 7D | +22.9% | -1.0% | +24.0% | +23.1% |
| 30D | +16.6% | -1.5% | +18.2% | +16.7% |
| 3M | +2.4% | +15.5% | -13.1% | -1.4% |
| 6M | +98.3% | +17.3% | +81.0% | +89.0% |
| YTD | +120.7% | +11.1% | +109.6% | +112.1% |
| 1Y | +168.3% | -14.3% | +182.5% | +167.4% |
| All | +168.3% | -15.2% | +183.4% | +167.4% |
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