+72.2%
SMTC vs TRI
-22.4%
+94.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.4% | -19.3% | -9.3% |
| 7D | -24.5% | +1.0% | -25.5% | -23.1% |
| 30D | -42.5% | +20.8% | -63.2% | -35.2% |
| 3M | -14.1% | +8.1% | -22.2% | -5.6% |
| 6M | +3.6% | +24.2% | -20.6% | +27.9% |
| YTD | +50.6% | -7.8% | +58.3% | +69.2% |
| 1Y | +72.2% | -16.7% | +88.9% | +80.6% |
| All | +72.2% | -22.4% | +94.7% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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