+454.5%
TEAM vs SMTC
+382.5%
+72.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +10.3% | -7.8% | +0.5% |
| 7D | -19.7% | +12.9% | -32.6% | -22.5% |
| 30D | -26.6% | -25.6% | -1.0% | -23.2% |
| 3M | -1.1% | -4.5% | +3.5% | -4.7% |
| 6M | +74.6% | -8.3% | +82.9% | +61.2% |
| YTD | -6.0% | +69.9% | -75.9% | -29.1% |
| 1Y | -3.2% | +73.9% | -77.2% | -28.0% |
| 3Y | -13.5% | +757.7% | -771.2% | -69.3% |
| 5Y | -65.5% | +38.7% | -104.2% | -76.6% |
| 10Y | +454.5% | +376.1% | +78.4% | +167.6% |
| All | +454.5% | +382.5% | +72.0% | +167.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling