-12.8%
AVGO vs SMTC
-9.9%
-2.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.6% | +10.2% | +6.7% |
| 7D | +25.0% | +30.5% | -5.5% | +16.4% |
| 30D | +2.0% | -30.9% | +32.8% | +9.1% |
| 3M | -12.3% | -14.7% | +2.4% | -10.8% |
| 6M | -12.8% | -9.6% | -3.2% | -14.6% |
| All | -12.8% | -9.9% | -2.9% | -14.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling