+812.9%
TTMI vs SMTC
+116.8%
+696.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.8% | -4.2% |
| 7D | +7.5% | +22.5% | -15.0% | -0.5% |
| 30D | -4.5% | +24.9% | -29.4% | -12.2% |
| 3M | -28.5% | +4.1% | -32.6% | -29.8% |
| 6M | +28.4% | +92.6% | -64.2% | +2.9% |
| YTD | +80.1% | +122.5% | -42.4% | +38.8% |
| 1Y | +161.0% | +166.2% | -5.2% | +91.7% |
| 3Y | +862.4% | +577.2% | +285.3% | +379.6% |
| 5Y | +812.9% | +119.0% | +694.0% | +527.9% |
| All | +812.9% | +116.8% | +696.1% | +527.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling