+62,999.7%
SMTC vs RVTY
+2,416.7%
+60,583.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.5% | +9.4% |
| 7D | +12.7% | +1.1% | +11.6% | +12.1% |
| 30D | +22.0% | +13.2% | +8.8% | +15.1% |
| 3M | -12.7% | +27.2% | -39.9% | -22.3% |
| 6M | +64.8% | +32.4% | +32.4% | +43.3% |
| YTD | +100.7% | +34.9% | +65.8% | +71.3% |
| 1Y | +146.9% | +52.4% | +94.5% | +98.8% |
| 3Y | +456.8% | +12.3% | +444.5% | +415.4% |
| 5Y | +89.2% | -30.8% | +120.1% | +113.0% |
| 10Y | +426.9% | +150.7% | +276.2% | +249.9% |
| All | +62,999.7% | +2,416.7% | +60,583.1% | +18,650.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling