+601.8%
SMTC vs BIDU
-33.9%
+635.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | +22.5% | -2.4% | +24.9% | +23.2% |
| 30D | +24.9% | -16.0% | +40.8% | +33.4% |
| 3M | +4.1% | -24.0% | +28.1% | +15.4% |
| 6M | +92.6% | -24.9% | +117.4% | +114.4% |
| YTD | +122.5% | -29.6% | +152.0% | +152.0% |
| 1Y | +166.2% | -15.2% | +181.4% | +177.2% |
| All | +601.8% | -33.9% | +635.7% | +695.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling