+771.5%
SMTC vs RACE
+647.6%
+123.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.9% | +11.1% | +10.3% |
| 7D | +12.7% | -2.5% | +15.3% | +14.3% |
| 30D | +22.0% | +0.8% | +21.2% | +20.8% |
| 3M | -12.7% | +17.2% | -29.8% | -21.9% |
| 6M | +64.8% | +13.6% | +51.2% | +49.5% |
| YTD | +100.7% | +12.2% | +88.5% | +81.5% |
| 1Y | +146.9% | -16.3% | +163.2% | +163.8% |
| 3Y | +456.8% | +36.4% | +420.4% | +327.0% |
| 5Y | +89.2% | +95.0% | -5.7% | +15.5% |
| 10Y | +426.9% | +813.2% | -386.4% | +64.9% |
| All | +771.5% | +647.6% | +123.9% | +162.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling