-36.9%
HDB vs SMTC
+168.8%
-205.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | -4.9% | +22.5% | -27.3% | -5.6% |
| 30D | -5.8% | +24.9% | -30.7% | -6.9% |
| 3M | -5.2% | +4.1% | -9.3% | -5.5% |
| 6M | -25.7% | +92.6% | -118.3% | -30.8% |
| YTD | -39.6% | +122.5% | -162.0% | -43.5% |
| 1Y | -36.9% | +166.2% | -203.1% | -40.3% |
| All | -36.9% | +168.8% | -205.7% | -40.3% |
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