+174.6%
SMTC vs TRU
-13.7%
+188.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +5.3% |
| 7D | +13.1% | -2.7% | +15.8% | +12.5% |
| 30D | +19.5% | -2.0% | +21.5% | +19.1% |
| 3M | +2.2% | +18.4% | -16.2% | +1.4% |
| 6M | +94.9% | +8.9% | +86.0% | +94.3% |
| YTD | +127.0% | -8.9% | +135.9% | +126.5% |
| 1Y | +174.6% | -15.9% | +190.4% | +164.9% |
| All | +174.6% | -13.7% | +188.2% | +164.9% |
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