+6.1%
TT vs SMTC
+153.7%
-147.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +2.0% | -0.5% |
| 7D | -1.0% | +17.5% | -18.5% | -3.6% |
| 30D | -8.9% | +21.3% | -30.2% | -12.2% |
| 3M | -1.8% | +3.1% | -5.0% | -3.5% |
| 6M | +1.9% | +81.7% | -79.8% | -11.2% |
| YTD | +13.8% | +115.9% | -102.1% | -3.7% |
| 1Y | +6.1% | +157.8% | -151.7% | -12.5% |
| All | +6.1% | +153.7% | -147.6% | -12.5% |
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 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