+72.2%
SMTC vs HUBB
-4.0%
+76.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -2.5% | -10.5% | -10.1% |
| 7D | -24.5% | +0.2% | -24.7% | -24.3% |
| 30D | -42.5% | -8.8% | -33.6% | -35.8% |
| 3M | -14.1% | -12.5% | -1.6% | +0.3% |
| 6M | +3.6% | -14.5% | +18.2% | +24.6% |
| YTD | +50.6% | -0.4% | +51.0% | +45.1% |
| 1Y | +72.2% | -3.4% | +75.7% | +74.3% |
| All | +72.2% | -4.0% | +76.3% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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