+66.6%
SMTC vs RCAT
-54.8%
+121.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -8.3% | +3.7% | -2.3% |
| 7D | +30.5% | +15.6% | +14.9% | +25.9% |
| 30D | -30.9% | -24.1% | -6.8% | -25.9% |
| 3M | -14.7% | -61.9% | +47.2% | +4.5% |
| 6M | -9.6% | -64.3% | +54.8% | +9.7% |
| YTD | +62.1% | -50.4% | +112.5% | +66.8% |
| 1Y | +66.6% | -54.0% | +120.6% | +73.5% |
| All | +66.6% | -54.8% | +121.4% | +73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling