+1,254.4%
AAPL vs SMTC
+516.8%
+737.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.9% | +6.5% | +4.2% |
| 7D | -0.5% | +17.5% | -18.0% | -4.1% |
| 30D | +7.1% | +21.3% | -14.2% | +1.7% |
| 3M | +12.1% | +3.1% | +9.0% | +7.7% |
| 6M | +25.4% | +81.7% | -56.3% | +3.5% |
| YTD | +20.5% | +115.9% | -95.5% | -5.3% |
| 1Y | +44.5% | +157.8% | -113.3% | +7.4% |
| 3Y | +85.8% | +557.3% | -471.5% | -10.5% |
| 5Y | +124.8% | +114.7% | +10.1% | +52.9% |
| All | +1,254.4% | +516.8% | +737.6% | +524.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling