+18.7%
HPQ vs SMTC
+154.8%
-136.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.2% | -7.0% | +2.0% |
| 7D | +6.9% | +12.7% | -5.8% | +6.7% |
| 30D | +14.4% | +22.0% | -7.5% | +13.6% |
| 3M | +25.6% | -12.7% | +38.3% | +26.7% |
| 6M | +75.0% | +64.8% | +10.3% | +62.7% |
| YTD | +50.7% | +100.7% | -50.0% | +34.7% |
| 1Y | +18.7% | +146.9% | -128.2% | +2.5% |
| All | +18.7% | +154.8% | -136.1% | +2.5% |
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