+146.9%
SMTC vs AZO
-28.9%
+175.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +9.3% |
| 7D | +12.7% | +0.7% | +12.0% | +12.8% |
| 30D | +22.0% | -2.7% | +24.7% | +21.8% |
| 3M | -12.7% | -3.2% | -9.5% | -12.5% |
| 6M | +64.8% | -19.7% | +84.5% | +70.9% |
| YTD | +100.7% | -12.0% | +112.7% | +110.4% |
| 1Y | +146.9% | -29.5% | +176.4% | +141.2% |
| All | +146.9% | -28.9% | +175.8% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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