+6,574.9%
STT vs SMTC
+50,861.1%
-44,286.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.4% |
| 7D | +5.1% | +30.5% | -25.4% | +1.1% |
| 30D | -0.2% | -30.9% | +30.6% | +3.9% |
| 3M | -8.1% | -14.7% | +6.5% | -7.9% |
| 6M | +16.6% | -9.6% | +26.2% | +14.3% |
| YTD | +37.8% | +62.1% | -24.3% | +23.2% |
| 1Y | +46.8% | +66.6% | -19.8% | +30.5% |
| 3Y | +181.2% | +718.1% | -536.9% | +86.9% |
| 5Y | +105.1% | +32.8% | +72.3% | +70.4% |
| 10Y | +202.3% | +354.1% | -151.8% | +111.0% |
| All | +6,574.9% | +50,861.1% | -44,286.2% | +3,607.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling