+585.7%
SMTC vs TRGP
+2,242.0%
-1,656.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | +22.5% | -0.7% | +23.2% | +22.7% |
| 30D | +24.9% | +9.5% | +15.4% | +21.4% |
| 3M | +4.1% | +10.8% | -6.7% | +0.6% |
| 6M | +92.6% | +25.3% | +67.2% | +79.7% |
| YTD | +122.5% | +60.3% | +62.2% | +93.6% |
| 1Y | +166.2% | +84.6% | +81.7% | +121.9% |
| 3Y | +577.2% | +264.4% | +312.8% | +378.5% |
| 5Y | +119.0% | +636.6% | -517.6% | +28.9% |
| 10Y | +527.9% | +848.9% | -321.0% | +198.1% |
| All | +585.7% | +2,242.0% | -1,656.3% | +84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling