+527.9%
SMTC vs RGEN
+402.3%
+125.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.6% |
| 7D | +22.5% | -4.6% | +27.0% | +24.6% |
| 30D | +24.9% | +1.2% | +23.7% | +23.9% |
| 3M | +4.1% | +26.8% | -22.8% | -7.5% |
| 6M | +92.6% | +29.1% | +63.5% | +67.6% |
| YTD | +122.5% | +0.7% | +121.7% | +114.2% |
| 1Y | +166.2% | +39.1% | +127.2% | +123.0% |
| 3Y | +577.2% | +2.2% | +574.9% | +516.6% |
| 5Y | +119.0% | -44.0% | +163.0% | +133.8% |
| 10Y | +527.9% | +412.7% | +115.1% | +212.0% |
| All | +527.9% | +402.3% | +125.6% | +212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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