+146.9%
SMTC vs RJF
+7.8%
+139.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.6% | +10.8% | +9.2% |
| 7D | +12.7% | -0.6% | +13.3% | +12.7% |
| 30D | +22.0% | -1.3% | +23.2% | +22.0% |
| 3M | -12.7% | +18.9% | -31.6% | -14.7% |
| 6M | +64.8% | +15.0% | +49.7% | +60.6% |
| YTD | +100.7% | +12.2% | +88.5% | +95.5% |
| 1Y | +146.9% | +5.6% | +141.3% | +131.5% |
| All | +146.9% | +7.8% | +139.1% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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