+114.7%
SMTC vs SCCO
+313.8%
-199.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.2% | +4.3% | +1.3% |
| 7D | +17.5% | -2.7% | +20.2% | +19.4% |
| 30D | +21.3% | -0.2% | +21.5% | +20.9% |
| 3M | +3.1% | +17.8% | -14.6% | -6.4% |
| 6M | +81.7% | +2.3% | +79.4% | +78.3% |
| YTD | +115.9% | +41.6% | +74.3% | +73.8% |
| 1Y | +157.8% | +101.9% | +55.9% | +69.4% |
| 3Y | +557.3% | +186.2% | +371.1% | +247.4% |
| 5Y | +114.7% | +309.7% | -195.0% | -7.3% |
| All | +114.7% | +313.8% | -199.1% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling