+191.0%
JBL vs SMTC
+565.9%
-374.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +4.0% | +22.5% | -18.5% | -1.7% |
| 30D | -7.5% | +24.9% | -32.4% | -13.3% |
| 3M | -14.1% | +4.1% | -18.1% | -16.5% |
| 6M | +25.9% | +92.6% | -66.7% | +4.2% |
| YTD | +36.7% | +122.5% | -85.8% | +9.3% |
| 1Y | +49.0% | +166.2% | -117.2% | +14.1% |
| All | +191.0% | +565.9% | -374.9% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling