0.0%
W vs SMTC
+53.1%
-53.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -3.4% |
| 7D | +1.1% | -10.9% | +12.0% | +2.1% |
| 30D | +6.4% | -39.4% | +45.8% | +13.7% |
| 3M | +9.0% | -13.5% | +22.5% | +6.6% |
| 6M | +69.8% | -6.8% | +76.6% | +57.0% |
| YTD | +12.1% | +54.0% | -41.9% | -13.6% |
| 1Y | 0.0% | +50.8% | -50.8% | -22.3% |
| All | 0.0% | +53.1% | -53.1% | -22.3% |
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