+148.6%
TE vs SMTC
+154.8%
-6.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.2% | -7.9% | -3.8% |
| 7D | -4.0% | +12.7% | -16.7% | -10.5% |
| 30D | -15.9% | +22.0% | -37.9% | -27.6% |
| 3M | -60.5% | -12.7% | -47.9% | -58.4% |
| 6M | -35.2% | +64.8% | -100.0% | -48.6% |
| YTD | -31.1% | +100.7% | -131.8% | -50.3% |
| 1Y | +148.6% | +146.9% | +1.8% | +101.2% |
| All | +148.6% | +154.8% | -6.1% | +101.2% |
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 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