+119.0%
SMTC vs WPM
+261.4%
-142.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.4% |
| 7D | +22.5% | +3.9% | +18.6% | +20.7% |
| 30D | +24.9% | +17.7% | +7.2% | +16.7% |
| 3M | +4.1% | +39.4% | -35.4% | -9.1% |
| 6M | +92.6% | +6.4% | +86.1% | +84.8% |
| YTD | +122.5% | +34.0% | +88.5% | +96.0% |
| 1Y | +166.2% | +50.5% | +115.7% | +124.6% |
| 3Y | +577.2% | +280.3% | +296.9% | +301.3% |
| 5Y | +119.0% | +266.3% | -147.4% | +20.0% |
| All | +119.0% | +261.4% | -142.4% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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