+581.2%
SMTC vs TROW
+12.7%
+568.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.8% |
| 7D | +17.5% | -3.0% | +20.5% | +20.7% |
| 30D | +21.3% | -5.5% | +26.8% | +27.2% |
| 3M | +3.1% | +2.3% | +0.9% | -2.4% |
| 6M | +81.7% | +23.9% | +57.8% | +40.3% |
| YTD | +115.9% | +7.9% | +108.1% | +91.1% |
| 1Y | +157.8% | +6.1% | +151.7% | +131.3% |
| All | +581.2% | +12.7% | +568.6% | +431.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling