+122,851.6%
AAPL vs SMTC
+62,999.7%
+59,851.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +9.2% | -11.7% | -4.0% |
| 7D | +0.1% | +12.7% | -12.7% | -2.0% |
| 30D | +3.0% | +22.0% | -19.0% | -1.2% |
| 3M | +2.9% | -12.7% | +15.6% | +2.5% |
| 6M | +22.1% | +64.8% | -42.7% | +8.0% |
| YTD | +18.0% | +100.7% | -82.7% | +0.6% |
| 1Y | +33.9% | +146.9% | -113.0% | +9.4% |
| 3Y | +71.2% | +456.8% | -385.6% | +11.1% |
| 5Y | +112.6% | +89.2% | +23.4% | +61.6% |
| 10Y | +1,198.8% | +426.9% | +771.9% | +713.9% |
| All | +122,851.6% | +62,999.7% | +59,851.8% | +63,704.9% |
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 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