+527.9%
SMTC vs STLA
+46.8%
+481.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.6% |
| 7D | +22.5% | +0.4% | +22.1% | +22.1% |
| 30D | +24.9% | -5.2% | +30.1% | +26.5% |
| 3M | +4.1% | -24.9% | +28.9% | +16.6% |
| 6M | +92.6% | -25.2% | +117.7% | +114.7% |
| YTD | +122.5% | -51.4% | +173.9% | +192.2% |
| 1Y | +166.2% | -40.7% | +206.9% | +211.7% |
| 3Y | +577.2% | -66.3% | +643.4% | +904.1% |
| 5Y | +119.0% | -63.2% | +182.2% | +202.8% |
| 10Y | +527.9% | +48.7% | +479.1% | +459.7% |
| All | +527.9% | +46.8% | +481.1% | +459.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STLA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling