+6,005.0%
HON vs SMTC
+48,791.7%
-42,786.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +3.9% | +0.3% |
| 7D | +1.4% | +11.0% | -9.6% | +0.1% |
| 30D | +7.5% | -28.5% | +36.0% | +10.8% |
| 3M | -4.3% | -14.2% | +9.9% | -4.3% |
| 6M | -1.5% | -18.0% | +16.5% | -2.2% |
| YTD | +10.5% | +55.5% | -45.0% | +0.8% |
| 1Y | +8.5% | +69.5% | -61.0% | -2.3% |
| 3Y | +28.0% | +699.7% | -671.6% | -10.5% |
| 5Y | +12.0% | +27.4% | -15.4% | -4.9% |
| 10Y | +155.4% | +335.7% | -180.3% | +82.2% |
| All | +6,005.0% | +48,791.7% | -42,786.8% | +3,515.6% |
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