+143.6%
TE vs SMTC
+156.5%
-12.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -5.0% |
| 7D | +0.9% | +17.5% | -16.6% | -8.0% |
| 30D | -16.3% | +21.3% | -37.6% | -27.1% |
| 3M | -40.8% | +3.1% | -43.9% | -43.0% |
| 6M | -42.6% | +81.7% | -124.3% | -56.9% |
| YTD | -31.4% | +115.9% | -147.4% | -52.4% |
| All | +143.6% | +156.5% | -12.9% | +95.6% |
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