+148.2%
SPMO vs SMTC
+112.1%
+36.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.3% |
| 7D | +0.1% | +17.5% | -17.4% | -2.8% |
| 30D | -0.7% | +21.3% | -22.0% | -4.6% |
| 3M | +2.8% | +3.1% | -0.3% | +0.9% |
| 6M | +24.4% | +81.7% | -57.3% | +10.2% |
| YTD | +24.2% | +115.9% | -91.8% | +6.7% |
| 1Y | +24.5% | +157.8% | -133.3% | +3.3% |
| 3Y | +155.6% | +557.3% | -401.7% | +69.1% |
| 5Y | +148.2% | +114.7% | +33.5% | +112.5% |
| All | +148.2% | +112.1% | +36.0% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling