+714.8%
SMTC vs BIDU
+1,407.1%
-692.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.1% | +5.2% | +8.1% |
| 7D | +12.7% | +2.4% | +10.3% | +12.0% |
| 30D | +22.0% | -10.5% | +32.4% | +25.9% |
| 3M | -12.7% | -26.2% | +13.5% | -4.8% |
| 6M | +64.8% | -16.4% | +81.2% | +73.4% |
| YTD | +100.7% | -23.9% | +124.6% | +115.9% |
| 1Y | +146.9% | +1.3% | +145.6% | +143.0% |
| 3Y | +456.8% | -32.1% | +488.9% | +494.9% |
| 5Y | +89.2% | -39.0% | +128.2% | +94.9% |
| 10Y | +426.9% | -44.0% | +470.9% | +427.1% |
| All | +714.8% | +1,407.1% | -692.3% | +348.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling