+4,439.5%
SYY vs SMTC
+71,255.7%
-66,816.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.8% |
| 7D | +3.9% | +13.1% | -9.1% | +3.1% |
| 30D | -1.7% | +19.5% | -21.2% | -3.0% |
| 3M | +5.2% | +2.2% | +2.9% | +4.2% |
| 6M | -0.2% | +94.9% | -95.1% | -5.5% |
| YTD | +15.4% | +127.0% | -111.6% | +8.0% |
| 1Y | +5.6% | +174.6% | -169.0% | -2.6% |
| 3Y | +28.9% | +615.9% | -587.1% | +7.6% |
| 5Y | +24.1% | +125.6% | -101.5% | +10.2% |
| 10Y | +116.2% | +540.5% | -424.3% | +79.8% |
| All | +4,439.5% | +71,255.7% | -66,816.2% | +2,931.2% |
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