+199.8%
TER vs SMTC
+154.8%
+45.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.2% | -3.8% | -0.2% |
| 7D | +0.6% | +12.7% | -12.2% | -6.6% |
| 30D | -8.3% | +22.0% | -30.3% | -20.6% |
| 3M | -12.2% | -12.7% | +0.4% | -6.2% |
| 6M | +17.0% | +64.8% | -47.7% | -10.7% |
| YTD | +84.6% | +100.7% | -16.1% | +29.4% |
| 1Y | +199.8% | +146.9% | +52.9% | +98.0% |
| All | +199.8% | +154.8% | +45.1% | +98.0% |
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