+29.0%
SMTC vs BUD
+51.0%
-21.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.3% | +11.5% | +12.5% |
| 7D | -4.8% | +1.3% | -6.2% | -5.4% |
| 30D | -37.8% | +10.0% | -47.9% | -40.0% |
| 3M | -16.5% | +1.6% | -18.1% | -17.6% |
| 6M | -4.4% | +6.5% | -10.9% | -8.1% |
| YTD | +58.0% | +34.8% | +23.2% | +37.4% |
| 1Y | +62.0% | +36.5% | +25.5% | +39.8% |
| 3Y | +745.7% | +49.0% | +696.7% | +586.0% |
| 5Y | +29.0% | +51.7% | -22.7% | +0.2% |
| All | +29.0% | +51.0% | -21.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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