+109.8%
AAPL vs SMTC
+116.8%
-7.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -3.0% | +22.5% | -25.4% | -5.7% |
| 30D | +2.3% | +24.9% | -22.6% | -1.5% |
| 3M | +8.6% | +4.1% | +4.6% | +6.0% |
| 6M | +21.6% | +92.6% | -71.0% | +5.9% |
| YTD | +16.3% | +122.5% | -106.2% | -1.5% |
| 1Y | +35.1% | +166.2% | -131.2% | +9.9% |
| 3Y | +79.4% | +577.2% | -497.8% | +8.6% |
| 5Y | +109.8% | +119.0% | -9.1% | +80.9% |
| All | +109.8% | +116.8% | -7.0% | +80.9% |
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