+49,585.3%
SMTC vs RRC
+1,418.2%
+48,167.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.3% | +12.6% | +12.8% |
| 7D | -4.8% | -10.3% | +5.5% | -3.4% |
| 30D | -37.8% | +19.5% | -57.3% | -39.3% |
| 3M | -16.5% | +27.9% | -44.4% | -19.5% |
| 6M | -4.4% | +21.2% | -25.6% | -7.3% |
| YTD | +58.0% | +39.6% | +18.5% | +49.8% |
| 1Y | +62.0% | +31.3% | +30.7% | +54.6% |
| 3Y | +745.7% | +51.9% | +693.7% | +691.6% |
| 5Y | +29.0% | +110.2% | -81.1% | +13.2% |
| 10Y | +351.4% | +56.7% | +294.7% | +262.0% |
| All | +49,585.3% | +1,418.2% | +48,167.1% | +31,047.9% |
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