+24.3%
BMY vs SMTC
+116.8%
-92.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | -4.8% | +22.5% | -27.3% | -5.1% |
| 30D | -0.7% | +24.9% | -25.6% | -1.1% |
| 3M | +15.3% | +4.1% | +11.3% | +15.0% |
| 6M | +8.5% | +92.6% | -84.0% | +6.4% |
| YTD | +23.4% | +122.5% | -99.0% | +20.6% |
| 1Y | +42.9% | +166.2% | -123.3% | +39.0% |
| 3Y | +22.0% | +577.2% | -555.2% | +13.4% |
| 5Y | +24.3% | +119.0% | -94.6% | +13.6% |
| All | +24.3% | +116.8% | -92.5% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling