+69,284.5%
SMTC vs HRB
+3,134.5%
+66,150.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -6.5% | +16.4% | +12.1% |
| 7D | +22.9% | -9.1% | +32.0% | +26.3% |
| 30D | +16.6% | +0.3% | +16.4% | +15.2% |
| 3M | +2.4% | +23.4% | -21.0% | -7.6% |
| 6M | +98.3% | +45.1% | +53.1% | +65.3% |
| YTD | +120.7% | +8.9% | +111.8% | +101.9% |
| 1Y | +168.3% | -7.9% | +176.2% | +158.4% |
| 3Y | +571.7% | +27.9% | +543.8% | +458.7% |
| 5Y | +114.0% | +108.3% | +5.7% | +43.9% |
| 10Y | +497.0% | +208.4% | +288.6% | +212.4% |
| All | +69,284.5% | +3,134.5% | +66,150.1% | +11,264.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling