+773.8%
SMTC vs AVAV
+1.8%
+772.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.7% | +9.6% | +10.1% |
| 7D | +12.9% | +9.9% | +3.0% | +10.5% |
| 30D | -25.6% | -5.4% | -20.2% | -24.2% |
| 3M | -4.5% | -36.5% | +32.0% | +6.7% |
| 6M | -8.3% | -25.3% | +17.0% | -3.0% |
| YTD | +69.9% | -48.6% | +118.5% | +86.4% |
| 1Y | +73.9% | -62.1% | +136.0% | +110.7% |
| All | +773.8% | +1.8% | +772.1% | +658.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling