+157.8%
SMTC vs XHB
-16.2%
+174.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -1.6% |
| 7D | +17.5% | -5.2% | +22.8% | +21.0% |
| 30D | +21.3% | -12.1% | +33.4% | +30.5% |
| 3M | +3.1% | -6.2% | +9.4% | +6.1% |
| 6M | +81.7% | -6.7% | +88.4% | +85.0% |
| YTD | +115.9% | -5.5% | +121.4% | +118.1% |
| 1Y | +157.8% | -15.6% | +173.5% | +167.4% |
| All | +157.8% | -16.2% | +174.0% | +167.4% |
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