+497.0%
SMTC vs RCAT
-98.4%
+595.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.9% | +6.1% | +9.9% |
| 7D | +22.9% | +5.4% | +17.6% | +22.9% |
| 30D | +16.6% | -5.6% | +22.2% | +16.7% |
| 3M | +2.4% | -30.2% | +32.6% | +2.8% |
| 6M | +98.3% | -43.4% | +141.7% | +99.1% |
| YTD | +120.7% | +9.6% | +111.0% | +120.0% |
| 1Y | +168.3% | -2.0% | +170.2% | +167.4% |
| 3Y | +571.7% | +825.0% | -253.3% | +557.2% |
| 5Y | +114.0% | +199.8% | -85.8% | +109.8% |
| 10Y | +497.0% | -98.4% | +595.4% | +484.5% |
| All | +497.0% | -98.4% | +595.4% | +484.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling