+497.0%
SMTC vs THC
+952.2%
-455.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.3% | +12.2% | +10.5% |
| 7D | +22.9% | -2.6% | +25.5% | +23.6% |
| 30D | +16.6% | -1.2% | +17.8% | +16.8% |
| 3M | +2.4% | +58.9% | -56.5% | -9.6% |
| 6M | +98.3% | +9.3% | +88.9% | +90.5% |
| YTD | +120.7% | +30.4% | +90.3% | +102.2% |
| 1Y | +168.3% | +34.6% | +133.7% | +143.4% |
| 3Y | +571.7% | +246.7% | +325.0% | +383.3% |
| 5Y | +114.0% | +244.5% | -130.5% | +49.3% |
| 10Y | +497.0% | +950.1% | -453.1% | +223.3% |
| All | +497.0% | +952.2% | -455.2% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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