+499.6%
SMTC vs BIDU
-49.1%
+548.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.4% | -2.4% |
| 7D | +17.5% | -5.2% | +22.7% | +19.6% |
| 30D | +21.3% | -14.5% | +35.8% | +28.3% |
| 3M | +3.1% | -22.9% | +26.0% | +13.2% |
| 6M | +81.7% | -27.8% | +109.5% | +104.0% |
| YTD | +115.9% | -30.7% | +146.6% | +144.6% |
| 1Y | +157.8% | -15.8% | +173.6% | +168.2% |
| 3Y | +557.3% | -33.2% | +590.5% | +613.7% |
| 5Y | +114.7% | -44.8% | +159.5% | +128.4% |
| All | +499.6% | -49.1% | +548.7% | +461.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling