+121.2%
SMTC vs HUBB
+150.1%
-29.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +2.7% |
| 7D | +22.5% | +1.1% | +21.4% | +21.3% |
| 30D | +24.9% | -9.6% | +34.5% | +37.2% |
| 3M | +4.1% | -6.2% | +10.3% | +11.6% |
| 6M | +92.6% | -6.2% | +98.7% | +104.1% |
| YTD | +122.5% | +3.4% | +119.1% | +117.6% |
| 1Y | +166.2% | +5.3% | +160.9% | +156.3% |
| 3Y | +577.2% | +44.4% | +532.8% | +422.5% |
| All | +121.2% | +150.1% | -29.0% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling