+34.5%
BBY vs SMTC
+70.8%
-36.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -12.9% | +20.9% | +7.3% |
| 7D | +4.5% | -24.5% | +29.0% | +3.4% |
| 30D | +16.0% | -42.5% | +58.4% | +14.4% |
| 3M | +18.6% | -14.1% | +32.7% | +17.4% |
| 6M | +80.1% | +3.6% | +76.5% | +77.8% |
| YTD | +57.4% | +50.6% | +6.9% | +51.3% |
| 1Y | +34.5% | +72.2% | -37.7% | +26.6% |
| All | +34.5% | +70.8% | -36.3% | +26.6% |
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 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