+7,325.6%
STT vs SMTC
+62,999.7%
-55,674.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -9.1% | -1.1% |
| 7D | +0.5% | +12.7% | -12.3% | -1.2% |
| 30D | +3.9% | +22.0% | -18.1% | +0.5% |
| 3M | +20.0% | -12.7% | +32.6% | +20.2% |
| 6M | +55.3% | +64.8% | -9.5% | +41.1% |
| YTD | +53.3% | +100.7% | -47.4% | +35.2% |
| 1Y | +74.7% | +146.9% | -72.2% | +48.8% |
| 3Y | +205.8% | +456.8% | -251.0% | +116.2% |
| 5Y | +145.0% | +89.2% | +55.8% | +96.8% |
| 10Y | +266.0% | +426.9% | -160.9% | +153.7% |
| All | +7,325.6% | +62,999.7% | -55,674.1% | +3,966.0% |
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