-10.5%
TEM vs SMTC
+70.8%
-81.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -12.9% | +10.1% | -0.3% |
| 7D | -1.3% | -24.5% | +23.2% | +4.1% |
| 30D | -9.5% | -42.5% | +33.0% | -0.2% |
| 3M | +60.7% | -14.1% | +74.8% | +60.8% |
| 6M | +35.5% | +3.6% | +31.9% | +24.9% |
| YTD | +28.0% | +50.6% | -22.5% | +1.6% |
| 1Y | -10.5% | +72.2% | -82.8% | -33.3% |
| All | -10.5% | +70.8% | -81.3% | -33.3% |
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 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