+340.7%
SMTC vs RRC
+73.1%
+267.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.2% |
| 7D | +11.0% | +6.4% | +4.6% | +9.6% |
| 30D | -28.5% | +23.9% | -52.4% | -31.6% |
| 3M | -14.2% | +30.2% | -44.4% | -19.1% |
| 6M | -18.0% | +26.3% | -44.2% | -22.5% |
| YTD | +55.5% | +48.1% | +7.4% | +41.2% |
| 1Y | +69.5% | +37.7% | +31.9% | +56.1% |
| 3Y | +699.7% | +60.3% | +639.4% | +612.5% |
| 5Y | +27.4% | +135.3% | -107.9% | +2.0% |
| All | +340.7% | +73.1% | +267.7% | +177.7% |
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