+15.1%
TEAM vs SMTC
+70.8%
-55.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.9% | +12.3% | -2.1% |
| 7D | -13.7% | -24.5% | +10.8% | -16.7% |
| 30D | -3.4% | -42.5% | +39.0% | -10.2% |
| 3M | +72.1% | -14.1% | +86.2% | +72.0% |
| 6M | +103.8% | +3.6% | +100.2% | +97.5% |
| YTD | +17.1% | +50.6% | -33.5% | +8.8% |
| 1Y | +15.1% | +72.2% | -57.2% | +6.0% |
| All | +15.1% | +70.8% | -55.8% | +6.0% |
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 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