+138.3%
GOOGL vs SMTC
+112.1%
+26.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +1.1% |
| 7D | -2.8% | +17.5% | -20.3% | -5.6% |
| 30D | -3.2% | +21.3% | -24.5% | -7.1% |
| 3M | -6.6% | +3.1% | -9.8% | -9.1% |
| 6M | +8.5% | +81.7% | -73.2% | -6.9% |
| YTD | +6.5% | +115.9% | -109.5% | -12.1% |
| 1Y | +39.4% | +157.8% | -118.4% | +10.4% |
| 3Y | +146.2% | +557.3% | -411.1% | +40.9% |
| 5Y | +138.3% | +114.7% | +23.7% | +101.9% |
| All | +138.3% | +112.1% | +26.2% | +101.9% |
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 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