+120.1%
SMTC vs HRB
+114.1%
+6.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.1% |
| 7D | +13.1% | -8.0% | +21.1% | +13.5% |
| 30D | +19.5% | -16.0% | +35.4% | +20.5% |
| 3M | +2.2% | +26.9% | -24.6% | -1.4% |
| 6M | +94.9% | +51.1% | +43.7% | +80.2% |
| YTD | +127.0% | +7.1% | +119.9% | +124.6% |
| 1Y | +174.6% | -9.6% | +184.2% | +181.8% |
| 3Y | +615.9% | +25.4% | +590.5% | +544.0% |
| All | +120.1% | +114.1% | +6.1% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling