-24.4%
STRL vs SMTC
+57.1%
-81.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +12.8% | +2.1% | +6.4% |
| 7D | -13.3% | -4.8% | -8.5% | -9.5% |
| 30D | -43.3% | -37.8% | -5.5% | -23.6% |
| 3M | -46.9% | -16.5% | -30.4% | -42.0% |
| 6M | -65.6% | -4.4% | -61.2% | -66.9% |
| YTD | -5.1% | +58.0% | -63.1% | -37.1% |
| All | -24.4% | +57.1% | -81.5% | -49.4% |
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