+33.5%
TRV vs SMTC
+156.5%
-123.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.5% | +0.4% |
| 7D | -1.5% | +17.5% | -19.0% | -0.7% |
| 30D | -1.8% | +21.3% | -23.1% | -0.7% |
| 3M | +21.6% | +3.1% | +18.4% | +22.7% |
| 6M | +22.5% | +81.7% | -59.2% | +23.7% |
| YTD | +28.1% | +115.9% | -87.8% | +29.8% |
| All | +33.5% | +156.5% | -123.0% | +34.1% |
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