+114.7%
SMTC vs TRI
-11.1%
+125.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.9% |
| 7D | +17.5% | -14.4% | +31.9% | +18.1% |
| 30D | +21.3% | -8.1% | +29.4% | +21.2% |
| 3M | +3.1% | +17.5% | -14.4% | -1.9% |
| 6M | +81.7% | -5.0% | +86.7% | +82.5% |
| YTD | +115.9% | -24.7% | +140.6% | +141.6% |
| 1Y | +157.8% | -41.5% | +199.3% | +235.4% |
| 3Y | +557.3% | -20.3% | +577.6% | +527.4% |
| 5Y | +114.7% | -10.9% | +125.6% | +71.9% |
| All | +114.7% | -11.1% | +125.8% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling