+4,211.8%
HDB vs SMTC
+250.4%
+3,961.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.5% | +1.3% |
| 7D | +2.7% | +11.0% | -8.3% | +0.3% |
| 30D | +14.1% | -28.5% | +42.6% | +19.8% |
| 3M | +11.8% | -14.2% | +26.0% | +10.8% |
| 6M | +8.2% | -18.0% | +26.2% | +5.2% |
| YTD | -29.3% | +55.5% | -84.8% | -41.6% |
| 1Y | -28.8% | +69.5% | -98.3% | -42.6% |
| 3Y | -7.5% | +699.7% | -707.1% | -57.3% |
| 5Y | -23.1% | +27.4% | -50.5% | -44.9% |
| 10Y | +63.7% | +335.7% | -272.0% | -27.2% |
| All | +4,211.8% | +250.4% | +3,961.4% | +1,463.9% |
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