+601.8%
SMTC vs HRB
+25.9%
+575.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.6% |
| 7D | +22.5% | -10.6% | +33.1% | +21.3% |
| 30D | +24.9% | -0.8% | +25.7% | +24.3% |
| 3M | +4.1% | +19.1% | -15.0% | +4.8% |
| 6M | +92.6% | +48.7% | +43.9% | +89.7% |
| YTD | +122.5% | +7.1% | +115.4% | +127.5% |
| 1Y | +166.2% | -8.3% | +174.5% | +178.8% |
| All | +601.8% | +25.9% | +575.9% | +481.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling