+775.4%
HBAN vs SMTC
+69,284.5%
-68,509.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.0% | -11.5% | -2.8% |
| 7D | +2.1% | +22.9% | -20.9% | -0.7% |
| 30D | -4.5% | +16.6% | -21.1% | -6.8% |
| 3M | +2.6% | +2.4% | +0.1% | +0.6% |
| 6M | +4.7% | +98.3% | -93.5% | -6.6% |
| YTD | -1.5% | +120.7% | -122.2% | -13.7% |
| 1Y | -1.9% | +168.3% | -170.2% | -16.7% |
| 3Y | +75.2% | +571.7% | -496.5% | +24.5% |
| 5Y | +37.2% | +114.0% | -76.8% | +10.1% |
| 10Y | +156.6% | +497.0% | -340.4% | +79.7% |
| All | +775.4% | +69,284.5% | -68,509.1% | +392.4% |
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