+517.7%
SMTC vs RRC
+6.1%
+511.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +22.5% | -1.7% | +24.2% | +22.9% |
| 30D | +24.9% | +3.6% | +21.3% | +23.8% |
| 3M | +4.1% | +8.8% | -4.8% | +1.7% |
| 6M | +92.6% | +0.8% | +91.8% | +90.7% |
| YTD | +122.5% | +19.0% | +103.5% | +112.1% |
| 1Y | +166.2% | +22.9% | +143.3% | +151.2% |
| 3Y | +577.2% | +32.3% | +544.8% | +528.7% |
| 5Y | +119.0% | +151.6% | -32.6% | +73.9% |
| All | +517.7% | +6.1% | +511.6% | +309.5% |
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