+72.2%
SMTC vs BIDU
-34.6%
+106.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.5% | -17.4% | -15.1% |
| 7D | -24.5% | +1.2% | -25.7% | -25.0% |
| 30D | -42.5% | -7.5% | -34.9% | -40.2% |
| 3M | -14.1% | -28.6% | +14.5% | +1.3% |
| 6M | +3.6% | -36.9% | +40.5% | +30.0% |
| YTD | +50.6% | -38.4% | +89.0% | +87.4% |
| 1Y | +72.2% | -35.7% | +107.9% | +108.4% |
| All | +72.2% | -34.6% | +106.9% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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