+114.7%
SMTC vs HIG
+118.8%
-4.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +17.5% | -2.3% | +19.8% | +18.4% |
| 30D | +21.3% | -1.2% | +22.5% | +21.5% |
| 3M | +3.1% | +6.3% | -3.2% | -0.8% |
| 6M | +81.7% | +0.6% | +81.1% | +78.4% |
| YTD | +115.9% | +0.6% | +115.3% | +111.7% |
| 1Y | +157.8% | +6.1% | +151.7% | +144.9% |
| 3Y | +557.3% | +102.0% | +455.3% | +318.0% |
| 5Y | +114.7% | +119.2% | -4.5% | +27.3% |
| All | +114.7% | +118.8% | -4.1% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling