+6,432.7%
TRV vs SMTC
+69,847.7%
-63,415.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | +0.2% | +22.5% | -22.3% | -1.5% |
| 30D | -2.3% | +24.9% | -27.2% | -4.4% |
| 3M | +22.7% | +4.1% | +18.6% | +20.9% |
| 6M | +21.9% | +92.6% | -70.6% | +13.3% |
| YTD | +27.5% | +122.5% | -95.0% | +16.7% |
| 1Y | +36.2% | +166.2% | -130.0% | +22.4% |
| 3Y | +140.6% | +577.2% | -436.6% | +89.0% |
| 5Y | +154.5% | +119.0% | +35.6% | +116.6% |
| 10Y | +295.4% | +527.9% | -232.5% | +201.3% |
| All | +6,432.7% | +69,847.7% | -63,415.1% | +3,675.5% |
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