+72.2%
SMTC vs SCCO
+43.0%
+29.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.9% | -14.8% | -14.3% |
| 7D | -24.5% | -7.9% | -16.6% | -20.0% |
| 30D | -42.5% | -13.0% | -29.5% | -36.4% |
| 3M | -14.1% | -6.9% | -7.2% | -10.2% |
| 6M | +3.6% | +11.0% | -7.4% | -2.5% |
| YTD | +50.6% | +30.3% | +20.3% | +11.2% |
| 1Y | +72.2% | +45.0% | +27.3% | +12.2% |
| All | +72.2% | +43.0% | +29.3% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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