+146.9%
SMTC vs BBWI
-34.3%
+181.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.4% | +8.9% |
| 7D | +12.7% | +1.5% | +11.2% | +12.6% |
| 30D | +22.0% | -5.2% | +27.2% | +22.5% |
| 3M | -12.7% | +11.1% | -23.8% | -14.7% |
| 6M | +64.8% | -13.4% | +78.1% | +65.1% |
| YTD | +100.7% | +0.1% | +100.6% | +97.9% |
| 1Y | +146.9% | -36.1% | +183.0% | +133.7% |
| All | +146.9% | -34.3% | +181.2% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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