+50.0%
BMY vs SMTC
+154.8%
-104.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.2% | -11.1% | -1.9% |
| 7D | +0.4% | +12.7% | -12.4% | +0.4% |
| 30D | +5.0% | +22.0% | -17.0% | +4.8% |
| 3M | +19.4% | -12.7% | +32.1% | +19.6% |
| 6M | +9.5% | +64.8% | -55.2% | +5.5% |
| YTD | +28.1% | +100.7% | -72.6% | +21.9% |
| 1Y | +50.0% | +146.9% | -96.9% | +37.5% |
| All | +50.0% | +154.8% | -104.8% | +37.5% |
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