+699.7%
SMTC vs CHD
+31.2%
+668.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.5% | -3.2% |
| 7D | +11.0% | +3.6% | +7.4% | +13.4% |
| 30D | -28.5% | +10.4% | -38.9% | -23.5% |
| 3M | -14.2% | +12.2% | -26.4% | -6.8% |
| 6M | -18.0% | +19.9% | -37.9% | -7.5% |
| YTD | +55.5% | +36.4% | +19.1% | +84.1% |
| 1Y | +69.5% | +35.1% | +34.4% | +100.4% |
| 3Y | +699.7% | +29.2% | +670.5% | +797.0% |
| All | +699.7% | +31.2% | +668.4% | +797.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling