+72.2%
SMTC vs TROW
+17.3%
+55.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.0% | -18.9% | -14.0% |
| 7D | -24.5% | +8.2% | -32.7% | -25.8% |
| 30D | -42.5% | +8.3% | -50.8% | -43.4% |
| 3M | -14.1% | -1.6% | -12.5% | -12.6% |
| 6M | +3.6% | +11.9% | -8.3% | -4.5% |
| YTD | +50.6% | +14.3% | +36.2% | +33.4% |
| 1Y | +72.2% | +17.0% | +55.2% | +49.8% |
| All | +72.2% | +17.3% | +55.0% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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