+119.0%
SMTC vs XME
+183.2%
-64.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | +22.5% | -0.2% | +22.7% | +22.8% |
| 30D | +24.9% | +1.4% | +23.5% | +23.6% |
| 3M | +4.1% | +2.7% | +1.3% | +2.3% |
| 6M | +92.6% | +6.5% | +86.0% | +85.4% |
| YTD | +122.5% | +15.2% | +107.3% | +99.1% |
| 1Y | +166.2% | +43.5% | +122.7% | +98.1% |
| 3Y | +577.2% | +135.9% | +441.3% | +248.3% |
| 5Y | +119.0% | +181.5% | -62.5% | +4.8% |
| All | +119.0% | +183.2% | -64.3% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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