+114.0%
SMTC vs RVTY
-32.1%
+146.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.4% | +12.4% | +11.3% |
| 7D | +22.9% | +0.4% | +22.6% | +22.4% |
| 30D | +16.6% | +10.8% | +5.8% | +9.5% |
| 3M | +2.4% | +26.8% | -24.4% | -12.2% |
| 6M | +98.3% | +39.3% | +58.9% | +58.9% |
| YTD | +120.7% | +31.6% | +89.1% | +79.9% |
| 1Y | +168.3% | +47.7% | +120.6% | +101.6% |
| 3Y | +571.7% | +19.9% | +551.8% | +473.4% |
| 5Y | +114.0% | -32.3% | +146.4% | +139.8% |
| All | +114.0% | -32.1% | +146.1% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling