+69,284.5%
SMTC vs TROW
+14,398.8%
+54,885.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.3% | +10.3% | +10.1% |
| 7D | +22.9% | +0.4% | +22.5% | +22.6% |
| 30D | +16.6% | -4.0% | +20.7% | +18.7% |
| 3M | +2.4% | +5.0% | -2.6% | -0.9% |
| 6M | +98.3% | +24.3% | +74.0% | +77.0% |
| YTD | +120.7% | +9.8% | +110.9% | +108.9% |
| 1Y | +168.3% | +6.4% | +161.8% | +157.5% |
| 3Y | +571.7% | +15.8% | +555.9% | +536.8% |
| 5Y | +114.0% | -37.3% | +151.3% | +166.6% |
| 10Y | +497.0% | +130.6% | +366.4% | +327.0% |
| All | +69,284.5% | +14,398.8% | +54,885.8% | +16,171.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling