+114.0%
SMTC vs BB
-27.1%
+141.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.2% | +7.8% | +9.2% |
| 7D | +22.9% | +0.5% | +22.4% | +22.8% |
| 30D | +16.6% | -12.4% | +29.0% | +22.0% |
| 3M | +2.4% | -15.3% | +17.7% | +7.5% |
| 6M | +98.3% | +128.8% | -30.5% | +45.8% |
| YTD | +120.7% | +107.7% | +13.0% | +67.5% |
| 1Y | +168.3% | +103.9% | +64.4% | +101.9% |
| 3Y | +571.7% | +72.6% | +499.1% | +391.1% |
| 5Y | +114.0% | -24.3% | +138.3% | +95.4% |
| All | +114.0% | -27.1% | +141.1% | +95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling