+62,999.7%
SMTC vs HUBB
+152,497.5%
-89,497.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.2% |
| 7D | +12.7% | +0.5% | +12.2% | +12.7% |
| 30D | +22.0% | -10.0% | +32.0% | +22.2% |
| 3M | -12.7% | -4.8% | -7.9% | -12.5% |
| 6M | +64.8% | -5.6% | +70.3% | +65.0% |
| YTD | +100.7% | +4.7% | +96.0% | +100.7% |
| 1Y | +146.9% | +6.7% | +140.2% | +146.9% |
| 3Y | +456.8% | +45.8% | +411.1% | +454.9% |
| 5Y | +89.2% | +145.9% | -56.7% | +87.3% |
| 10Y | +426.9% | +418.6% | +8.3% | +417.3% |
| All | +62,999.7% | +152,497.5% | -89,497.8% | +91,816.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling