+69.5%
SMTC vs BB
+99.6%
-30.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.6% | -3.1% |
| 7D | +11.0% | +1.8% | +9.2% | +10.6% |
| 30D | -28.5% | +8.1% | -36.6% | -30.0% |
| 3M | -14.2% | -1.0% | -13.2% | -13.7% |
| 6M | -18.0% | +45.9% | -63.9% | -24.8% |
| YTD | +55.5% | +134.8% | -79.3% | +19.0% |
| 1Y | +69.5% | +104.6% | -35.1% | +31.5% |
| All | +69.5% | +99.6% | -30.0% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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