+146.9%
SMTC vs BNS
+50.5%
+96.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +10.4% |
| 7D | +12.7% | +1.5% | +11.2% | +10.6% |
| 30D | +22.0% | +6.0% | +16.0% | +15.1% |
| 3M | -12.7% | +16.3% | -29.0% | -25.8% |
| 6M | +64.8% | +27.3% | +37.5% | +25.0% |
| YTD | +100.7% | +28.5% | +72.2% | +51.7% |
| 1Y | +146.9% | +49.0% | +97.9% | +70.8% |
| All | +146.9% | +50.5% | +96.4% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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