+157.8%
SMTC vs HBM
+103.9%
+53.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.5% | +4.6% | +0.9% |
| 7D | +17.5% | -3.7% | +21.3% | +19.8% |
| 30D | +21.3% | -3.7% | +25.0% | +23.3% |
| 3M | +3.1% | +8.0% | -4.9% | -1.2% |
| 6M | +81.7% | +15.8% | +65.9% | +68.2% |
| YTD | +115.9% | +34.4% | +81.6% | +85.1% |
| 1Y | +157.8% | +98.2% | +59.7% | +110.7% |
| All | +157.8% | +103.9% | +53.9% | +110.7% |
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