+174.6%
SMTC vs BRO
-27.7%
+202.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +4.9% |
| 7D | +13.1% | -7.3% | +20.4% | +6.7% |
| 30D | +19.5% | -6.9% | +26.3% | +14.3% |
| 3M | +2.2% | +10.7% | -8.4% | +8.7% |
| 6M | +94.9% | -2.7% | +97.6% | +104.5% |
| YTD | +127.0% | -16.3% | +143.3% | +129.4% |
| 1Y | +174.6% | -29.1% | +203.7% | +170.8% |
| All | +174.6% | -27.7% | +202.3% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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