+146.9%
SMTC vs HBM
+123.0%
+23.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.9% | +10.2% | +9.7% |
| 7D | +12.7% | -6.4% | +19.1% | +16.2% |
| 30D | +22.0% | +5.9% | +16.1% | +18.3% |
| 3M | -12.7% | -8.9% | -3.8% | -10.8% |
| 6M | +64.8% | +10.7% | +54.1% | +53.7% |
| YTD | +100.7% | +38.3% | +62.4% | +70.3% |
| 1Y | +146.9% | +121.3% | +25.5% | +106.5% |
| All | +146.9% | +123.0% | +23.9% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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