+69,284.5%
SMTC vs SONY
+516.6%
+68,768.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.2% | +14.2% | +12.0% |
| 7D | +22.9% | -5.2% | +28.1% | +25.7% |
| 30D | +16.6% | +0.3% | +16.3% | +15.7% |
| 3M | +2.4% | +6.2% | -3.8% | -2.7% |
| 6M | +98.3% | +9.5% | +88.7% | +86.9% |
| YTD | +120.7% | -8.1% | +128.8% | +125.5% |
| 1Y | +168.3% | -17.9% | +186.2% | +187.8% |
| 3Y | +571.7% | +41.5% | +530.2% | +460.0% |
| 5Y | +114.0% | +11.8% | +102.2% | +98.6% |
| 10Y | +497.0% | +275.4% | +221.6% | +219.2% |
| All | +69,284.5% | +516.6% | +68,768.0% | +32,717.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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