+502.9%
TEAM vs SMTC
+504.7%
-1.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | -4.7% | +22.5% | -27.1% | -9.3% |
| 30D | +17.0% | +24.9% | -7.9% | +9.4% |
| 3M | +85.9% | +4.1% | +81.8% | +76.1% |
| 6M | +116.7% | +92.6% | +24.1% | +67.4% |
| YTD | +9.6% | +122.5% | -112.9% | -19.8% |
| 1Y | -2.5% | +166.2% | -168.8% | -33.7% |
| 3Y | -14.0% | +577.2% | -591.1% | -64.9% |
| 5Y | -53.1% | +119.0% | -172.0% | -70.9% |
| 10Y | +502.9% | +527.9% | -25.0% | +146.3% |
| All | +502.9% | +504.7% | -1.8% | +146.3% |
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