+72.2%
SMTC vs RRC
+44.7%
+27.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.5% | -9.4% | -13.3% |
| 7D | -24.5% | -6.8% | -17.7% | -25.2% |
| 30D | -42.5% | +34.7% | -77.2% | -37.8% |
| 3M | -14.1% | +31.5% | -45.6% | -7.9% |
| 6M | +3.6% | +21.8% | -18.2% | +10.3% |
| YTD | +50.6% | +48.9% | +1.7% | +64.2% |
| 1Y | +72.2% | +42.1% | +30.2% | +89.1% |
| All | +72.2% | +44.7% | +27.6% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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