+1,890.4%
XEL vs SMTC
+62,999.7%
-61,109.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +9.2% | -10.0% | -1.2% |
| 7D | -1.0% | +12.7% | -13.7% | -1.5% |
| 30D | -1.9% | +22.0% | -23.9% | -2.9% |
| 3M | -1.9% | -12.7% | +10.8% | -1.9% |
| 6M | -7.4% | +64.8% | -72.2% | -10.2% |
| YTD | +4.1% | +100.7% | -96.6% | 0.0% |
| 1Y | +8.0% | +146.9% | -138.8% | +2.7% |
| 3Y | +48.4% | +456.8% | -408.4% | +32.4% |
| 5Y | +27.2% | +89.2% | -62.0% | +18.0% |
| 10Y | +146.8% | +426.9% | -280.1% | +115.0% |
| All | +1,890.4% | +62,999.7% | -61,109.3% | +1,436.3% |
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 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