+530.1%
SMTC vs SCCO
+1,104.1%
-573.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +13.1% | -2.7% | +15.7% | +14.9% |
| 30D | +19.5% | -0.7% | +20.2% | +19.4% |
| 3M | +2.2% | +8.1% | -5.8% | -2.3% |
| 6M | +94.9% | +4.1% | +90.8% | +90.0% |
| YTD | +127.0% | +41.1% | +85.8% | +83.9% |
| 1Y | +174.6% | +95.6% | +79.0% | +84.9% |
| 3Y | +615.9% | +179.3% | +436.7% | +287.6% |
| 5Y | +125.6% | +308.3% | -182.7% | -4.3% |
| All | +530.1% | +1,104.1% | -573.9% | +61.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling