+27.6%
SMTC vs HAS
+48.2%
-20.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.7% |
| 7D | +11.0% | +1.4% | +9.6% | +10.5% |
| 30D | -28.5% | +26.3% | -54.8% | -37.2% |
| 3M | -14.2% | +25.6% | -39.8% | -24.8% |
| 6M | -18.0% | +30.3% | -48.2% | -30.8% |
| YTD | +55.5% | +50.4% | +5.1% | +19.0% |
| 1Y | +69.5% | +57.7% | +11.8% | +26.0% |
| 3Y | +699.7% | +213.4% | +486.3% | +295.4% |
| All | +27.6% | +48.2% | -20.7% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling