+62,999.7%
SMTC vs RRC
+1,202.2%
+61,797.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.9% | +10.1% | +9.3% |
| 7D | +12.7% | +1.3% | +11.4% | +12.5% |
| 30D | +22.0% | +10.1% | +11.9% | +20.3% |
| 3M | -12.7% | +4.0% | -16.7% | -13.4% |
| 6M | +64.8% | +1.6% | +63.2% | +63.6% |
| YTD | +100.7% | +19.7% | +81.0% | +94.6% |
| 1Y | +146.9% | +21.4% | +125.5% | +138.4% |
| 3Y | +456.8% | +29.7% | +427.2% | +432.6% |
| 5Y | +89.2% | +153.9% | -64.6% | +62.2% |
| 10Y | +426.9% | +10.8% | +416.0% | +340.6% |
| All | +62,999.7% | +1,202.2% | +61,797.5% | +40,362.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling