+43,936.3%
SMTC vs HAS
+4,652.9%
+39,283.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.5% | +13.3% | +12.9% |
| 7D | -19.0% | -0.2% | -18.8% | -19.0% |
| 30D | -46.7% | +31.0% | -77.8% | -52.2% |
| 3M | -23.4% | +30.7% | -54.1% | -31.5% |
| 6M | -13.4% | +23.9% | -37.3% | -21.8% |
| YTD | +40.1% | +48.3% | -8.3% | +18.1% |
| 1Y | +47.7% | +60.2% | -12.5% | +21.0% |
| 3Y | +606.9% | +189.2% | +417.7% | +368.0% |
| 5Y | +14.4% | +50.4% | -36.0% | -5.8% |
| 10Y | +322.5% | +104.2% | +218.3% | +199.0% |
| All | +43,936.3% | +4,652.9% | +39,283.4% | +12,903.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling