+275.4%
ORCL vs SMTC
+351.6%
-76.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | 0.0% |
| 7D | +10.4% | +30.5% | -20.1% | +4.1% |
| 30D | -11.2% | -30.9% | +19.6% | -4.9% |
| 3M | -16.8% | -14.7% | -2.1% | -15.5% |
| 6M | -31.5% | -9.6% | -21.9% | -32.6% |
| YTD | -33.9% | +62.1% | -96.0% | -43.1% |
| 1Y | -43.3% | +66.6% | -109.8% | -51.5% |
| 3Y | +16.5% | +718.1% | -701.6% | -33.8% |
| 5Y | +45.4% | +32.8% | +12.6% | +18.3% |
| All | +275.4% | +351.6% | -76.1% | +128.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling