+146.9%
SMTC vs HIG
+5.1%
+141.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +8.5% |
| 7D | +12.7% | +0.3% | +12.4% | +13.0% |
| 30D | +22.0% | -3.2% | +25.2% | +20.3% |
| 3M | -12.7% | +9.1% | -21.8% | -9.7% |
| 6M | +64.8% | -1.8% | +66.6% | +70.3% |
| YTD | +100.7% | +1.8% | +98.9% | +107.7% |
| 1Y | +146.9% | +4.6% | +142.3% | +170.8% |
| All | +146.9% | +5.1% | +141.8% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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