+62,999.7%
SMTC vs BHP
+7,909.4%
+55,090.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.6% | +9.4% |
| 7D | +12.7% | -2.9% | +15.6% | +14.2% |
| 30D | +22.0% | +3.4% | +18.6% | +19.8% |
| 3M | -12.7% | +4.1% | -16.7% | -14.0% |
| 6M | +64.8% | +20.6% | +44.2% | +52.9% |
| YTD | +100.7% | +56.1% | +44.6% | +66.2% |
| 1Y | +146.9% | +69.6% | +77.3% | +97.2% |
| 3Y | +456.8% | +78.8% | +378.0% | +334.7% |
| 5Y | +89.2% | +113.1% | -23.8% | +34.5% |
| 10Y | +426.9% | +505.9% | -79.0% | +147.0% |
| All | +62,999.7% | +7,909.4% | +55,090.4% | +8,940.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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