+23.7%
BBY vs SMTC
+154.8%
-131.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.2% | -6.0% | +3.0% |
| 7D | +9.5% | +12.7% | -3.2% | +9.3% |
| 30D | +6.8% | +22.0% | -15.1% | +6.3% |
| 3M | +28.9% | -12.7% | +41.5% | +29.9% |
| 6M | +37.8% | +64.8% | -27.0% | +33.9% |
| YTD | +38.7% | +100.7% | -61.9% | +30.3% |
| 1Y | +23.7% | +146.9% | -123.2% | +14.9% |
| All | +23.7% | +154.8% | -131.1% | +14.9% |
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