+72.2%
SMTC vs RRX
+30.0%
+42.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.6% | -9.3% | -10.3% |
| 7D | -24.5% | +7.6% | -32.1% | -28.4% |
| 30D | -42.5% | +7.5% | -50.0% | -45.0% |
| 3M | -14.1% | -21.0% | +6.9% | +0.1% |
| 6M | +3.6% | -18.1% | +21.7% | +18.1% |
| YTD | +50.6% | +24.3% | +26.3% | +37.6% |
| 1Y | +72.2% | +29.3% | +42.9% | +55.1% |
| All | +72.2% | +30.0% | +42.2% | +55.1% |
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