+28.1%
SW vs SMTC
+70.8%
-42.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -12.9% | +17.0% | +4.3% |
| 7D | +12.1% | -24.5% | +36.6% | +12.8% |
| 30D | +6.6% | -42.5% | +49.0% | +8.4% |
| 3M | -6.0% | -14.1% | +8.1% | -6.7% |
| 6M | +21.5% | +3.6% | +17.9% | +17.7% |
| YTD | +20.3% | +50.6% | -30.2% | +11.8% |
| 1Y | +28.1% | +72.2% | -44.1% | +17.1% |
| All | +28.1% | +70.8% | -42.7% | +17.1% |
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