+146.9%
SMTC vs TRGP
+80.7%
+66.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +9.4% |
| 7D | +12.7% | +0.8% | +12.0% | +12.6% |
| 30D | +22.0% | +11.5% | +10.5% | +19.2% |
| 3M | -12.7% | +9.0% | -21.7% | -14.2% |
| 6M | +64.8% | +20.5% | +44.3% | +59.1% |
| YTD | +100.7% | +59.5% | +41.2% | +89.0% |
| 1Y | +146.9% | +77.9% | +69.0% | +125.9% |
| All | +146.9% | +80.7% | +66.2% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling