+8.6%
ALB vs SMTC
+70.8%
-62.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -12.9% | +18.2% | +7.2% |
| 7D | -2.1% | -24.5% | +22.4% | +1.9% |
| 30D | -9.0% | -42.5% | +33.5% | -1.5% |
| 3M | -21.1% | -14.1% | -7.0% | -21.6% |
| 6M | -49.9% | +3.6% | -53.5% | -53.2% |
| YTD | -32.3% | +50.6% | -82.9% | -41.3% |
| 1Y | +8.6% | +72.2% | -63.6% | -8.3% |
| All | +8.6% | +70.8% | -62.2% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling