+773.8%
SMTC vs RACE
+26.1%
+747.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.3% | +10.3% |
| 7D | +12.9% | -3.9% | +16.7% | +14.8% |
| 30D | -25.6% | +6.8% | -32.4% | -27.8% |
| 3M | -4.5% | +1.3% | -5.9% | -5.7% |
| 6M | -8.3% | +26.3% | -34.6% | -19.1% |
| YTD | +69.9% | +13.8% | +56.1% | +56.3% |
| 1Y | +73.9% | -0.5% | +74.4% | +72.0% |
| All | +773.8% | +26.1% | +747.7% | +660.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling