+699.7%
SMTC vs THC
+423.7%
+276.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | +11.0% | +1.0% | +10.1% | +10.9% |
| 30D | -28.5% | +5.3% | -33.8% | -29.3% |
| 3M | -14.2% | +7.1% | -21.3% | -15.8% |
| 6M | -18.0% | +46.0% | -64.0% | -27.3% |
| YTD | +55.5% | +43.9% | +11.6% | +37.4% |
| 1Y | +69.5% | +45.4% | +24.1% | +49.1% |
| 3Y | +699.7% | +421.3% | +278.4% | +346.6% |
| All | +699.7% | +423.7% | +276.0% | +346.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling