+41,936.4%
JBL vs SMTC
+65,175.4%
-23,239.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.2% | -7.7% | -1.8% |
| 7D | +3.0% | +12.7% | -9.7% | -1.4% |
| 30D | -8.3% | +22.0% | -30.2% | -15.5% |
| 3M | -16.9% | -12.7% | -4.2% | -14.8% |
| 6M | +21.8% | +64.8% | -43.0% | -2.3% |
| YTD | +36.3% | +100.7% | -64.4% | +1.6% |
| 1Y | +49.5% | +146.9% | -97.4% | +2.2% |
| 3Y | +170.6% | +456.8% | -286.2% | +13.4% |
| 5Y | +408.4% | +89.2% | +319.1% | +199.6% |
| 10Y | +1,450.4% | +426.9% | +1,023.5% | +489.6% |
| All | +41,936.4% | +65,175.4% | -23,239.0% | +10,297.0% |
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