+69,284.5%
SMTC vs RRX
+3,925.9%
+65,358.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.5% | +9.4% | +9.7% |
| 7D | +22.9% | +4.3% | +18.7% | +20.4% |
| 30D | +16.6% | -8.0% | +24.7% | +22.3% |
| 3M | +2.4% | -22.0% | +24.4% | +17.1% |
| 6M | +98.3% | -11.9% | +110.2% | +112.1% |
| YTD | +120.7% | +17.1% | +103.6% | +102.7% |
| 1Y | +168.3% | +14.9% | +153.4% | +147.3% |
| 3Y | +571.7% | +6.9% | +564.8% | +531.4% |
| 5Y | +114.0% | +19.6% | +94.4% | +88.3% |
| 10Y | +497.0% | +215.9% | +281.0% | +231.0% |
| All | +69,284.5% | +3,925.9% | +65,358.6% | +16,206.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling