+146.9%
SMTC vs TRU
-7.3%
+154.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -5.9% | +15.2% | +8.0% |
| 7D | +12.7% | -6.8% | +19.5% | +11.3% |
| 30D | +22.0% | 0.0% | +21.9% | +22.1% |
| 3M | -12.7% | +13.3% | -26.0% | -12.2% |
| 6M | +64.8% | +3.4% | +61.3% | +65.2% |
| YTD | +100.7% | -6.4% | +107.1% | +101.2% |
| 1Y | +146.9% | -9.7% | +156.6% | +143.9% |
| All | +146.9% | -7.3% | +154.2% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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