+174.6%
SMTC vs TRI
-40.4%
+214.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +5.8% |
| 7D | +13.1% | -7.9% | +21.0% | +9.6% |
| 30D | +19.5% | -4.5% | +24.0% | +18.4% |
| 3M | +2.2% | +22.1% | -19.9% | +11.7% |
| 6M | +94.9% | -2.8% | +97.6% | +109.3% |
| YTD | +127.0% | -23.4% | +150.4% | +138.1% |
| 1Y | +174.6% | -41.5% | +216.1% | +209.4% |
| All | +174.6% | -40.4% | +214.9% | +209.4% |
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