+24,538.0%
ORCL vs SMTC
+43,936.3%
-19,398.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.7% | -11.9% | -1.6% |
| 7D | -11.2% | -19.0% | +7.8% | -7.9% |
| 30D | -18.8% | -46.7% | +27.9% | -9.4% |
| 3M | -18.8% | -23.4% | +4.6% | -16.0% |
| 6M | -39.7% | -13.4% | -26.3% | -40.1% |
| YTD | -39.6% | +40.1% | -79.7% | -45.6% |
| 1Y | -51.7% | +47.7% | -99.4% | -57.0% |
| 3Y | +10.2% | +606.9% | -596.7% | -31.8% |
| 5Y | +30.8% | +14.4% | +16.4% | +7.8% |
| 10Y | +252.1% | +322.5% | -70.4% | +115.2% |
| All | +24,538.0% | +43,936.3% | -19,398.3% | +9,126.2% |
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