+72.2%
SMTC vs AVAV
-68.0%
+140.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -8.3% | -4.6% | -11.5% |
| 7D | -24.5% | -10.1% | -14.4% | -23.0% |
| 30D | -42.5% | -18.7% | -23.7% | -40.4% |
| 3M | -14.1% | -33.0% | +18.9% | -8.8% |
| 6M | +3.6% | -37.2% | +40.8% | +10.4% |
| YTD | +50.6% | -53.2% | +103.8% | +53.0% |
| 1Y | +72.2% | -69.0% | +141.2% | +113.5% |
| All | +72.2% | -68.0% | +140.3% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling