-63.2%
ADBE vs SMTC
+26.3%
-89.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.1% | +6.0% | +2.2% |
| 7D | +1.6% | +11.0% | -9.4% | +0.7% |
| 30D | +1.0% | -28.5% | +29.5% | +3.0% |
| 3M | -10.1% | -14.2% | +4.1% | -11.0% |
| 6M | +3.0% | -18.0% | +21.0% | +0.1% |
| YTD | -30.5% | +55.5% | -86.0% | -40.0% |
| 1Y | -27.1% | +69.5% | -96.7% | -38.2% |
| 3Y | -58.8% | +699.7% | -758.5% | -80.3% |
| All | -63.2% | +26.3% | -89.5% | -57.1% |
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