+174.6%
SMTC vs CLBK
+68.0%
+106.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +13.1% | -1.5% | +14.5% | +13.5% |
| 30D | +19.5% | -1.0% | +20.5% | +19.7% |
| 3M | +2.2% | +22.9% | -20.7% | -3.0% |
| 6M | +94.9% | +44.2% | +50.7% | +77.0% |
| YTD | +127.0% | +64.0% | +63.0% | +103.1% |
| 1Y | +174.6% | +65.7% | +108.9% | +137.0% |
| All | +174.6% | +68.0% | +106.6% | +137.0% |
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