+72.2%
SMTC vs XHB
+5.8%
+66.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.4% | -18.4% | -14.6% |
| 7D | -24.5% | +9.7% | -34.2% | -27.4% |
| 30D | -42.5% | +11.7% | -54.1% | -45.3% |
| 3M | -14.1% | -1.4% | -12.7% | -12.4% |
| 6M | +3.6% | +6.8% | -3.2% | -0.2% |
| YTD | +50.6% | +5.5% | +45.1% | +44.3% |
| 1Y | +72.2% | +5.1% | +67.1% | +64.4% |
| All | +72.2% | +5.8% | +66.4% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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