+62,999.7%
SMTC vs CPB
+325.7%
+62,674.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -3.4% | +12.6% | +9.6% |
| 7D | +12.7% | -8.6% | +21.3% | +13.9% |
| 30D | +22.0% | -7.2% | +29.2% | +22.8% |
| 3M | -12.7% | +0.9% | -13.6% | -13.6% |
| 6M | +64.8% | -11.8% | +76.6% | +65.9% |
| YTD | +100.7% | -19.4% | +120.1% | +104.3% |
| 1Y | +146.9% | -30.4% | +177.3% | +156.2% |
| 3Y | +456.8% | -40.2% | +497.0% | +483.1% |
| 5Y | +89.2% | -39.5% | +128.7% | +95.9% |
| 10Y | +426.9% | -47.4% | +474.2% | +444.9% |
| All | +62,999.7% | +325.7% | +62,674.0% | +50,070.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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