+114.7%
SMTC vs TROW
-38.9%
+153.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.8% |
| 7D | +17.5% | -3.0% | +20.5% | +20.3% |
| 30D | +21.3% | -5.5% | +26.8% | +26.5% |
| 3M | +3.1% | +2.3% | +0.9% | -1.0% |
| 6M | +81.7% | +23.9% | +57.8% | +48.1% |
| YTD | +115.9% | +7.9% | +108.1% | +96.7% |
| 1Y | +157.8% | +6.1% | +151.7% | +137.6% |
| 3Y | +557.3% | +13.8% | +543.5% | +480.1% |
| 5Y | +114.7% | -38.2% | +152.9% | +187.5% |
| All | +114.7% | -38.9% | +153.5% | +187.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling