-2.5%
TEAM vs SMTC
+168.8%
-171.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.9% |
| 7D | -4.7% | +22.5% | -27.1% | -1.9% |
| 30D | +17.0% | +24.9% | -7.9% | +21.2% |
| 3M | +85.9% | +4.1% | +81.8% | +92.6% |
| 6M | +116.7% | +92.6% | +24.1% | +117.3% |
| YTD | +9.6% | +122.5% | -112.9% | +8.8% |
| 1Y | -2.5% | +166.2% | -168.8% | -2.1% |
| All | -2.5% | +168.8% | -171.3% | -2.1% |
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