+62,999.7%
SMTC vs RGEN
+1,576.0%
+61,423.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +9.3% |
| 7D | +12.7% | -4.9% | +17.7% | +13.2% |
| 30D | +22.0% | +5.7% | +16.3% | +21.3% |
| 3M | -12.7% | +32.4% | -45.1% | -15.3% |
| 6M | +64.8% | +33.2% | +31.6% | +59.3% |
| YTD | +100.7% | +2.3% | +98.4% | +98.8% |
| 1Y | +146.9% | +39.0% | +107.9% | +137.6% |
| 3Y | +456.8% | -4.6% | +461.4% | +452.6% |
| 5Y | +89.2% | -42.7% | +131.9% | +93.5% |
| 10Y | +426.9% | +433.6% | -6.7% | +359.7% |
| All | +62,999.7% | +1,576.0% | +61,423.7% | +36,631.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling