+3,202.7%
SMTC vs RY
+11,121.0%
-7,918.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.3% | +14.0% | +13.5% |
| 7D | -19.0% | -0.9% | -18.1% | -18.6% |
| 30D | -46.7% | +5.9% | -52.6% | -48.7% |
| 3M | -23.4% | -4.3% | -19.2% | -21.4% |
| 6M | -13.4% | +12.1% | -25.5% | -19.4% |
| YTD | +40.1% | +20.3% | +19.8% | +25.4% |
| 1Y | +47.7% | +41.0% | +6.7% | +20.0% |
| 3Y | +606.9% | +157.5% | +449.4% | +308.4% |
| 5Y | +14.4% | +123.2% | -108.8% | -27.5% |
| 10Y | +322.5% | +365.7% | -43.2% | +82.8% |
| All | +3,202.7% | +11,121.0% | -7,918.3% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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