+158.9%
SN vs SMTC
+70.8%
+88.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -12.9% | +17.0% | +4.6% |
| 7D | +10.6% | -24.5% | +35.1% | +11.8% |
| 30D | +20.0% | -42.5% | +62.5% | +23.1% |
| 3M | +30.4% | -14.1% | +44.4% | +28.6% |
| 6M | +91.0% | +3.6% | +87.4% | +74.7% |
| YTD | +95.9% | +50.6% | +45.4% | +59.4% |
| 1Y | +158.9% | +72.2% | +86.6% | +97.1% |
| All | +158.9% | +70.8% | +88.0% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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