+432.7%
SN vs SMTC
+317.2%
+115.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.6% | +1.6% | -2.2% |
| 7D | +1.4% | +30.5% | -29.1% | -3.1% |
| 30D | +16.6% | -30.9% | +47.5% | +22.3% |
| 3M | +18.3% | -14.7% | +33.0% | +17.4% |
| 6M | +103.1% | -9.6% | +112.6% | +93.3% |
| YTD | +96.7% | +62.1% | +34.6% | +60.3% |
| 1Y | +134.3% | +66.6% | +67.8% | +89.0% |
| 3Y | +425.2% | +718.1% | -292.9% | +215.7% |
| All | +432.7% | +317.2% | +115.5% | +179.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling