+376.1%
SMTC vs RRC
+72.2%
+303.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.3% | +9.0% | +10.1% |
| 7D | +12.9% | -0.5% | +13.3% | +13.0% |
| 30D | -25.6% | +25.2% | -50.8% | -29.0% |
| 3M | -4.5% | +27.8% | -32.4% | -9.6% |
| 6M | -8.3% | +27.2% | -35.5% | -13.5% |
| YTD | +69.9% | +48.2% | +21.8% | +54.3% |
| 1Y | +73.9% | +34.7% | +39.2% | +60.9% |
| 3Y | +757.7% | +62.2% | +695.4% | +662.6% |
| 5Y | +38.7% | +130.9% | -92.2% | +11.4% |
| 10Y | +376.1% | +73.4% | +302.7% | +198.6% |
| All | +376.1% | +72.2% | +303.9% | +198.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling