+72.2%
SMTC vs TRGP
+89.5%
-17.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.5% | -8.4% | -11.6% |
| 7D | -24.5% | -6.5% | -18.0% | -23.0% |
| 30D | -42.5% | -0.4% | -42.0% | -42.0% |
| 3M | -14.1% | +8.8% | -22.9% | -15.1% |
| 6M | +3.6% | +11.0% | -7.4% | +1.8% |
| YTD | +50.6% | +57.4% | -6.8% | +44.5% |
| 1Y | +72.2% | +87.9% | -15.6% | +59.9% |
| All | +72.2% | +89.5% | -17.3% | +59.9% |
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