+157.8%
SMTC vs BB
+101.1%
+56.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -2.0% |
| 7D | +17.5% | -2.1% | +19.6% | +18.5% |
| 30D | +21.3% | -16.0% | +37.3% | +28.9% |
| 3M | +3.1% | -14.5% | +17.7% | +9.1% |
| 6M | +81.7% | +118.6% | -36.9% | +48.8% |
| YTD | +115.9% | +98.9% | +17.0% | +80.2% |
| 1Y | +157.8% | +99.5% | +58.4% | +135.9% |
| All | +157.8% | +101.1% | +56.8% | +135.9% |
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