+174.6%
SMTC vs AZO
-32.5%
+207.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.1% |
| 7D | +13.1% | -3.6% | +16.7% | +12.6% |
| 30D | +19.5% | -5.6% | +25.0% | +18.7% |
| 3M | +2.2% | -6.6% | +8.9% | +2.1% |
| 6M | +94.9% | -22.5% | +117.4% | +101.5% |
| YTD | +127.0% | -15.2% | +142.1% | +137.0% |
| 1Y | +174.6% | -33.9% | +208.5% | +170.4% |
| All | +174.6% | -32.5% | +207.1% | +170.4% |
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