+814.0%
SMTC vs BUD
+201.1%
+612.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.1% | +9.1% |
| 7D | +12.7% | +0.3% | +12.5% | +12.6% |
| 30D | +22.0% | -5.7% | +27.6% | +24.8% |
| 3M | -12.7% | +3.1% | -15.8% | -15.2% |
| 6M | +64.8% | +7.9% | +56.9% | +56.6% |
| YTD | +100.7% | +27.3% | +73.4% | +74.9% |
| 1Y | +146.9% | +37.8% | +109.1% | +105.8% |
| 3Y | +456.8% | +49.8% | +407.0% | +331.9% |
| 5Y | +89.2% | +43.8% | +45.4% | +46.7% |
| 10Y | +426.9% | -22.6% | +449.5% | +411.1% |
| All | +814.0% | +201.1% | +612.9% | +310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling