+72.2%
SMTC vs JAAA
+4.8%
+67.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | 0.0% | -12.9% | -12.9% |
| 7D | -24.5% | +0.2% | -24.7% | -26.2% |
| 30D | -42.5% | +0.4% | -42.9% | -46.2% |
| 3M | -14.1% | +1.2% | -15.3% | -28.9% |
| 6M | +3.6% | +2.3% | +1.3% | -31.3% |
| YTD | +50.6% | +3.9% | +46.7% | -20.9% |
| 1Y | +72.2% | +4.8% | +67.4% | -11.9% |
| All | +72.2% | +4.8% | +67.5% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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