+48.6%
JBL vs SMTC
+169.6%
-121.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.1% | -0.1% | +3.2% |
| 7D | +2.4% | +13.1% | -10.7% | -2.3% |
| 30D | -13.1% | +19.5% | -32.6% | -19.3% |
| 3M | -15.6% | +2.2% | -17.8% | -18.7% |
| 6M | +24.6% | +94.9% | -70.3% | -7.4% |
| YTD | +39.6% | +127.0% | -87.3% | -1.6% |
| 1Y | +48.6% | +174.6% | -126.0% | +1.4% |
| All | +48.6% | +169.6% | -121.0% | +1.4% |
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 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