+142.4%
AAPL vs SMTC
+31.4%
+111.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.5% | +0.4% |
| 7D | +3.2% | +30.5% | -27.3% | -0.3% |
| 30D | +4.1% | -30.9% | +34.9% | +7.9% |
| 3M | +17.5% | -14.7% | +32.2% | +17.1% |
| 6M | +20.6% | -9.6% | +30.1% | +16.7% |
| YTD | +31.0% | +62.1% | -31.1% | +13.7% |
| 1Y | +30.2% | +66.6% | -36.4% | +12.1% |
| 3Y | +92.9% | +718.1% | -625.2% | +7.0% |
| 5Y | +142.4% | +32.8% | +109.6% | +137.3% |
| All | +142.4% | +31.4% | +111.0% | +137.3% |
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 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