+146.9%
SMTC vs HRB
+1.1%
+145.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.0% | +13.2% | +8.0% |
| 7D | +12.7% | -5.7% | +18.4% | +11.0% |
| 30D | +22.0% | +7.9% | +14.1% | +24.5% |
| 3M | -12.7% | +32.1% | -44.8% | -4.6% |
| 6M | +64.8% | +62.2% | +2.5% | +81.8% |
| YTD | +100.7% | +16.4% | +84.3% | +99.7% |
| 1Y | +146.9% | -0.3% | +147.2% | +134.9% |
| All | +146.9% | +1.1% | +145.8% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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