+146.9%
SMTC vs TRI
-38.3%
+185.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -5.4% | +14.7% | +7.1% |
| 7D | +12.7% | -0.5% | +13.3% | +12.7% |
| 30D | +22.0% | +7.9% | +14.1% | +26.4% |
| 3M | -12.7% | +24.1% | -36.7% | -2.5% |
| 6M | +64.8% | +3.8% | +61.0% | +82.2% |
| YTD | +100.7% | -16.9% | +117.5% | +116.7% |
| 1Y | +146.9% | -38.4% | +185.3% | +183.8% |
| All | +146.9% | -38.3% | +185.2% | +183.8% |
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