+146.9%
SMTC vs CLBK
+73.3%
+73.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | +12.7% | +1.2% | +11.5% | +12.4% |
| 30D | +22.0% | +9.1% | +12.8% | +19.3% |
| 3M | -12.7% | +27.7% | -40.4% | -18.1% |
| 6M | +64.8% | +40.8% | +23.9% | +50.1% |
| YTD | +100.7% | +66.4% | +34.3% | +79.2% |
| 1Y | +146.9% | +72.4% | +74.5% | +117.5% |
| All | +146.9% | +73.3% | +73.6% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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