+48,791.7%
SMTC vs HUBB
+144,634.5%
-95,842.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.1% |
| 7D | +11.0% | +1.8% | +9.3% | +11.0% |
| 30D | -28.5% | -7.7% | -20.8% | -28.4% |
| 3M | -14.2% | -13.6% | -0.7% | -13.9% |
| 6M | -18.0% | -9.1% | -8.9% | -17.8% |
| YTD | +55.5% | -0.7% | +56.2% | +55.7% |
| 1Y | +69.5% | +1.1% | +68.5% | +69.8% |
| 3Y | +699.7% | +56.2% | +643.5% | +696.7% |
| 5Y | +27.4% | +126.6% | -99.2% | +26.3% |
| 10Y | +335.7% | +384.6% | -48.9% | +328.5% |
| All | +48,791.7% | +144,634.5% | -95,842.8% | +71,229.0% |
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