+6,175.2%
TGT vs SMTC
+69,284.5%
-63,109.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.0% | -11.0% | -2.0% |
| 7D | -0.6% | +22.9% | -23.6% | -2.7% |
| 30D | +9.5% | +16.6% | -7.1% | +7.4% |
| 3M | +32.3% | +2.4% | +29.8% | +30.1% |
| 6M | +37.0% | +98.3% | -61.2% | +25.1% |
| YTD | +71.0% | +120.7% | -49.6% | +54.0% |
| 1Y | +85.0% | +168.3% | -83.2% | +62.5% |
| 3Y | +46.8% | +571.7% | -524.9% | +11.4% |
| 5Y | -22.7% | +114.0% | -136.7% | -35.5% |
| 10Y | +216.3% | +497.0% | -280.7% | +133.9% |
| All | +6,175.2% | +69,284.5% | -63,109.3% | +3,431.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling