+33,471.1%
ORCL vs SMTC
+62,999.7%
-29,528.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.2% | -6.1% | +1.4% |
| 7D | +5.3% | +12.7% | -7.5% | +2.9% |
| 30D | +10.0% | +22.0% | -12.0% | +5.2% |
| 3M | -32.6% | -12.7% | -19.9% | -32.1% |
| 6M | +4.9% | +64.8% | -59.8% | -7.1% |
| YTD | -17.8% | +100.7% | -118.4% | -30.0% |
| 1Y | -28.0% | +146.9% | -174.9% | -41.3% |
| 3Y | +36.0% | +456.8% | -420.8% | -12.3% |
| 5Y | +88.7% | +89.2% | -0.5% | +42.9% |
| 10Y | +346.9% | +426.9% | -80.0% | +164.5% |
| All | +33,471.1% | +62,999.7% | -29,528.6% | +11,779.0% |
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