+527.9%
SMTC vs TAP
-51.4%
+579.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +22.5% | -5.1% | +27.6% | +23.9% |
| 30D | +24.9% | -8.4% | +33.3% | +27.1% |
| 3M | +4.1% | -3.9% | +8.0% | +3.7% |
| 6M | +92.6% | -14.4% | +106.9% | +97.9% |
| YTD | +122.5% | -14.7% | +137.2% | +127.7% |
| 1Y | +166.2% | -18.7% | +184.9% | +175.1% |
| 3Y | +577.2% | -32.6% | +609.8% | +635.4% |
| 5Y | +119.0% | -1.4% | +120.4% | +104.6% |
| 10Y | +527.9% | -50.4% | +578.3% | +510.3% |
| All | +527.9% | -51.4% | +579.2% | +510.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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