+13,507.3%
GOOGL vs SMTC
+724.8%
+12,782.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.2% | -10.3% | -3.4% |
| 7D | -2.3% | +12.7% | -15.0% | -5.2% |
| 30D | -6.6% | +22.0% | -28.5% | -12.4% |
| 3M | -8.9% | -12.7% | +3.7% | -9.2% |
| 6M | +11.9% | +64.8% | -52.9% | -7.5% |
| YTD | +8.3% | +100.7% | -92.3% | -15.5% |
| 1Y | +46.2% | +146.9% | -100.7% | +6.7% |
| 3Y | +151.9% | +456.8% | -304.9% | +24.1% |
| 5Y | +137.7% | +89.2% | +48.5% | +56.4% |
| 10Y | +757.6% | +426.9% | +330.7% | +278.1% |
| All | +13,507.3% | +724.8% | +12,782.5% | +4,007.2% |
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