+35,086.2%
JBL vs SMTC
+52,618.2%
-17,532.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +2.0% |
| 7D | +10.0% | +30.5% | -20.5% | -0.5% |
| 30D | -18.2% | -30.9% | +12.7% | -8.2% |
| 3M | -29.0% | -14.7% | -14.3% | -27.5% |
| 6M | -25.9% | -9.6% | -16.3% | -27.4% |
| YTD | +14.1% | +62.1% | -48.0% | -10.8% |
| 1Y | +21.7% | +66.6% | -44.9% | -6.1% |
| 3Y | +103.8% | +718.1% | -614.2% | -26.5% |
| 5Y | +310.0% | +32.8% | +277.2% | +167.6% |
| 10Y | +1,179.2% | +354.1% | +825.0% | +399.2% |
| All | +35,086.2% | +52,618.2% | -17,532.0% | +9,036.6% |
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