+3,310.4%
V vs SMTC
+636.7%
+2,673.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.7% | -12.7% | -2.4% |
| 7D | +2.2% | -19.0% | +21.2% | +5.5% |
| 30D | +13.6% | -46.7% | +60.3% | +26.0% |
| 3M | +14.3% | -23.4% | +37.7% | +15.8% |
| 6M | +33.1% | -13.4% | +46.5% | +26.9% |
| YTD | +21.2% | +40.1% | -18.8% | +2.0% |
| 1Y | +26.4% | +47.7% | -21.2% | +4.5% |
| 3Y | +77.6% | +606.9% | -529.3% | -18.9% |
| 5Y | +102.6% | +14.4% | +88.2% | +51.6% |
| 10Y | +464.4% | +322.5% | +141.9% | +140.3% |
| All | +3,310.4% | +636.7% | +2,673.7% | +824.5% |
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