-6.8%
AVGO vs SMTC
+70.8%
-77.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -12.9% | +10.9% | +1.5% |
| 7D | -7.5% | -24.5% | +17.0% | -0.5% |
| 30D | -10.2% | -42.5% | +32.2% | +3.2% |
| 3M | -22.0% | -14.1% | -7.9% | -21.1% |
| 6M | -21.6% | +3.6% | -25.2% | -29.0% |
| YTD | -5.4% | +50.6% | -56.0% | -31.2% |
| 1Y | -6.8% | +72.2% | -79.1% | -37.8% |
| All | -6.8% | +70.8% | -77.7% | -37.8% |
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