+39.7%
GOOG vs SMTC
+169.6%
-129.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | +1.1% |
| 7D | 0.0% | +13.1% | -13.0% | -0.9% |
| 30D | -2.0% | +19.5% | -21.4% | -3.6% |
| 3M | -5.9% | +2.2% | -8.1% | -6.3% |
| 6M | +8.9% | +94.9% | -86.0% | -4.0% |
| YTD | +7.1% | +127.0% | -119.8% | -8.5% |
| 1Y | +39.7% | +174.6% | -134.9% | +16.6% |
| All | +39.7% | +169.6% | -129.9% | +16.6% |
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