+62,999.7%
SMTC vs SM
+1,608.3%
+61,391.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.5% | +11.7% | +9.7% |
| 7D | +12.7% | +0.1% | +12.7% | +12.7% |
| 30D | +22.0% | +26.3% | -4.3% | +16.8% |
| 3M | -12.7% | +8.7% | -21.3% | -14.7% |
| 6M | +64.8% | +51.7% | +13.1% | +49.9% |
| YTD | +100.7% | +99.0% | +1.6% | +73.0% |
| 1Y | +146.9% | +34.6% | +112.3% | +126.7% |
| 3Y | +456.8% | -7.8% | +464.6% | +436.7% |
| 5Y | +89.2% | +104.8% | -15.5% | +53.7% |
| 10Y | +426.9% | +7.2% | +419.6% | +230.8% |
| All | +62,999.7% | +1,608.3% | +61,391.4% | +13,989.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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