+174.6%
SMTC vs JAAA
+4.9%
+169.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +3.7% |
| 7D | +13.1% | +0.1% | +13.0% | +11.6% |
| 30D | +19.5% | +0.5% | +18.9% | +9.0% |
| 3M | +2.2% | +1.3% | +1.0% | -19.3% |
| 6M | +94.9% | +2.8% | +92.1% | +13.4% |
| YTD | +127.0% | +3.3% | +123.7% | +20.7% |
| 1Y | +174.6% | +4.9% | +169.6% | +6.4% |
| All | +174.6% | +4.9% | +169.7% | +6.4% |
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