+615.9%
SMTC vs TPG
+81.8%
+534.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.1% |
| 7D | +13.1% | -9.4% | +22.5% | +20.1% |
| 30D | +19.5% | -5.3% | +24.7% | +21.3% |
| 3M | +2.2% | +12.9% | -10.7% | -8.4% |
| 6M | +94.9% | +20.1% | +74.8% | +64.0% |
| YTD | +127.0% | -22.5% | +149.4% | +161.6% |
| 1Y | +174.6% | -19.7% | +194.3% | +202.6% |
| 3Y | +615.9% | +81.2% | +534.7% | +231.7% |
| All | +615.9% | +81.8% | +534.1% | +231.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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