+61,618.6%
SMTC vs AZO
+42,241.4%
+19,377.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | +22.5% | -0.8% | +23.3% | +22.7% |
| 30D | +24.9% | -5.1% | +30.0% | +26.6% |
| 3M | +4.1% | -7.2% | +11.3% | +5.2% |
| 6M | +92.6% | -20.7% | +113.3% | +103.6% |
| YTD | +122.5% | -14.2% | +136.6% | +129.5% |
| 1Y | +166.2% | -32.2% | +198.4% | +193.5% |
| 3Y | +577.2% | +11.1% | +566.0% | +529.2% |
| 5Y | +119.0% | +87.6% | +31.4% | +70.5% |
| 10Y | +527.9% | +302.9% | +224.9% | +278.3% |
| All | +61,618.6% | +42,241.4% | +19,377.2% | +12,513.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling