+69.5%
SMTC vs BIDU
-38.7%
+108.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.7% | -4.4% |
| 7D | +11.0% | -4.6% | +15.6% | +13.5% |
| 30D | -28.5% | -4.5% | -24.0% | -26.8% |
| 3M | -14.2% | -25.4% | +11.1% | -1.2% |
| 6M | -18.0% | -48.1% | +30.1% | +13.0% |
| YTD | +55.5% | -40.2% | +95.7% | +95.9% |
| 1Y | +69.5% | -35.2% | +104.8% | +104.5% |
| All | +69.5% | -38.7% | +108.3% | +104.5% |
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