+499.6%
SMTC vs CHD
+125.6%
+374.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.8% |
| 7D | +17.5% | -4.7% | +22.2% | +18.0% |
| 30D | +21.3% | -8.3% | +29.6% | +22.2% |
| 3M | +3.1% | -4.0% | +7.2% | +3.1% |
| 6M | +81.7% | -6.5% | +88.2% | +82.3% |
| YTD | +115.9% | +13.1% | +102.9% | +109.6% |
| 1Y | +157.8% | +2.3% | +155.5% | +154.2% |
| 3Y | +557.3% | +1.8% | +555.5% | +532.7% |
| 5Y | +114.7% | +20.6% | +94.1% | +90.6% |
| All | +499.6% | +125.6% | +374.0% | +355.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling