+1,744.2%
TER vs SMTC
+493.3%
+1,251.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.0% | -5.8% | -0.7% |
| 7D | +11.0% | +22.9% | -12.0% | +0.1% |
| 30D | -1.9% | +16.6% | -18.5% | -9.9% |
| 3M | -0.7% | +2.4% | -3.1% | -2.2% |
| 6M | +36.4% | +98.3% | -61.9% | -3.0% |
| YTD | +92.4% | +120.7% | -28.2% | +30.0% |
| 1Y | +213.5% | +168.3% | +45.3% | +91.3% |
| 3Y | +277.2% | +571.7% | -294.5% | +8.4% |
| 5Y | +219.1% | +114.0% | +105.1% | +74.7% |
| 10Y | +1,744.2% | +497.0% | +1,247.3% | +488.7% |
| All | +1,744.2% | +493.3% | +1,251.0% | +488.7% |
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