+13,447.0%
GOOG vs SMTC
+807.0%
+12,640.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.0% | -9.9% | -2.4% |
| 7D | +1.1% | +22.9% | -21.9% | -4.2% |
| 30D | -5.1% | +16.6% | -21.7% | -9.8% |
| 3M | -7.1% | +2.4% | -9.5% | -10.8% |
| 6M | +12.7% | +98.3% | -85.6% | -11.1% |
| YTD | +7.1% | +120.7% | -113.6% | -18.5% |
| 1Y | +43.6% | +168.3% | -124.7% | +2.7% |
| 3Y | +146.8% | +571.7% | -424.9% | +15.6% |
| 5Y | +133.7% | +114.0% | +19.7% | +49.0% |
| 10Y | +773.3% | +497.0% | +276.3% | +272.4% |
| All | +13,447.0% | +807.0% | +12,640.0% | +3,888.9% |
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