+699.7%
SMTC vs HUBB
+57.0%
+642.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -3.8% |
| 7D | +11.0% | +1.8% | +9.3% | +9.4% |
| 30D | -28.5% | -7.7% | -20.8% | -20.7% |
| 3M | -14.2% | -13.6% | -0.7% | +2.7% |
| 6M | -18.0% | -9.1% | -8.9% | -5.9% |
| YTD | +55.5% | -0.7% | +56.2% | +60.0% |
| 1Y | +69.5% | +1.1% | +68.5% | +71.8% |
| 3Y | +699.7% | +56.2% | +643.5% | +441.8% |
| All | +699.7% | +57.0% | +642.6% | +441.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling