+62,999.7%
SMTC vs BBWI
+1,034.6%
+61,965.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.4% | +8.4% |
| 7D | +12.7% | +1.5% | +11.2% | +12.3% |
| 30D | +22.0% | -5.2% | +27.2% | +22.9% |
| 3M | -12.7% | +11.1% | -23.8% | -16.8% |
| 6M | +64.8% | -13.4% | +78.2% | +67.4% |
| YTD | +100.7% | +0.1% | +100.6% | +93.7% |
| 1Y | +146.9% | -36.1% | +183.0% | +166.7% |
| 3Y | +456.8% | -44.1% | +500.9% | +514.3% |
| 5Y | +89.2% | -66.2% | +155.5% | +131.4% |
| 10Y | +426.9% | -54.8% | +481.6% | +391.6% |
| All | +62,999.7% | +1,034.6% | +61,965.1% | +22,445.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling