+119.0%
SMTC vs TRGP
+639.4%
-520.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | +22.5% | -0.7% | +23.2% | +22.9% |
| 30D | +24.9% | +9.5% | +15.4% | +18.7% |
| 3M | +4.1% | +10.8% | -6.7% | -2.3% |
| 6M | +92.6% | +25.3% | +67.2% | +69.1% |
| YTD | +122.5% | +60.3% | +62.2% | +71.0% |
| 1Y | +166.2% | +84.6% | +81.7% | +87.9% |
| 3Y | +577.2% | +264.4% | +312.8% | +266.5% |
| 5Y | +119.0% | +636.6% | -517.6% | -11.2% |
| All | +119.0% | +639.4% | -520.5% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling