+146.9%
SMTC vs RRX
+14.9%
+132.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.1% | +9.1% |
| 7D | +12.7% | +3.4% | +9.3% | +10.3% |
| 30D | +22.0% | -11.1% | +33.1% | +31.8% |
| 3M | -12.7% | -23.7% | +11.1% | +4.3% |
| 6M | +64.8% | -22.0% | +86.8% | +89.7% |
| YTD | +100.7% | +16.5% | +84.2% | +93.9% |
| 1Y | +146.9% | +11.5% | +135.4% | +139.0% |
| All | +146.9% | +14.9% | +132.0% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling