+92.2%
SMTC vs BRKR
-37.9%
+130.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -1.4% | -10.6% | -11.5% |
| 7D | -0.6% | -10.0% | +9.4% | +3.9% |
| 30D | +4.8% | -8.7% | +13.5% | +8.6% |
| 3M | -11.8% | -2.8% | -9.0% | -13.9% |
| 6M | +73.3% | +56.4% | +16.9% | +30.8% |
| YTD | +99.6% | +12.0% | +87.5% | +75.9% |
| 1Y | +143.9% | +71.2% | +72.7% | +70.0% |
| 3Y | +484.0% | -21.1% | +505.1% | +481.3% |
| 5Y | +92.2% | -37.6% | +129.9% | +97.8% |
| All | +92.2% | -37.9% | +130.2% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling