+745.7%
SMTC vs RRC
+51.7%
+694.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.3% | +12.6% | +12.7% |
| 7D | -4.8% | -10.3% | +5.5% | -1.2% |
| 30D | -37.8% | +19.5% | -57.3% | -41.2% |
| 3M | -16.5% | +27.9% | -44.4% | -23.7% |
| 6M | -4.4% | +21.2% | -25.6% | -11.3% |
| YTD | +58.0% | +39.6% | +18.5% | +34.4% |
| 1Y | +62.0% | +31.3% | +30.7% | +41.3% |
| 3Y | +745.7% | +51.9% | +693.7% | +603.7% |
| All | +745.7% | +51.7% | +694.0% | +603.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling