+70,760.1%
BBY vs SMTC
+69,847.7%
+912.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | +1.2% | +22.5% | -21.3% | -2.2% |
| 30D | +6.8% | +24.9% | -18.1% | +2.2% |
| 3M | +18.7% | +4.1% | +14.7% | +15.3% |
| 6M | +37.3% | +92.6% | -55.3% | +18.6% |
| YTD | +35.3% | +122.5% | -87.2% | +13.4% |
| 1Y | +20.7% | +166.2% | -145.6% | -2.5% |
| 3Y | +39.4% | +577.2% | -537.7% | -12.0% |
| 5Y | -1.5% | +119.0% | -120.4% | -26.7% |
| 10Y | +239.8% | +527.9% | -288.1% | +107.2% |
| All | +70,760.1% | +69,847.7% | +912.3% | +27,027.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling