+499.7%
SMTC vs RCAT
+737.0%
-237.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.0% | +11.2% | +9.5% |
| 7D | +12.7% | -1.4% | +14.2% | +12.9% |
| 30D | +22.0% | -3.3% | +25.3% | +22.2% |
| 3M | -12.7% | -43.2% | +30.5% | -7.7% |
| 6M | +64.8% | -43.2% | +108.0% | +71.3% |
| YTD | +100.7% | +5.5% | +95.1% | +93.8% |
| 1Y | +146.9% | -1.6% | +148.5% | +136.7% |
| All | +499.7% | +737.0% | -237.3% | +407.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling