+15,789.6%
SMTC vs TD
+7,806.2%
+7,983.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.9% | +10.9% | +10.5% |
| 7D | +22.9% | +0.9% | +22.1% | +22.1% |
| 30D | +16.6% | -0.7% | +17.3% | +17.4% |
| 3M | +2.4% | +6.3% | -3.9% | -1.1% |
| 6M | +98.3% | +27.9% | +70.3% | +72.0% |
| YTD | +120.7% | +29.8% | +90.9% | +89.7% |
| 1Y | +168.3% | +63.7% | +104.6% | +100.6% |
| 3Y | +571.7% | +128.3% | +443.4% | +308.0% |
| 5Y | +114.0% | +125.5% | -11.5% | +31.4% |
| 10Y | +497.0% | +296.7% | +200.3% | +168.3% |
| All | +15,789.6% | +7,806.2% | +7,983.4% | +2,048.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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