-24.1%
NU vs SMTC
+70.8%
-95.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -12.9% | +16.2% | +4.3% |
| 7D | +0.2% | -24.5% | +24.7% | +2.3% |
| 30D | -21.0% | -42.5% | +21.4% | -17.4% |
| 3M | -16.3% | -14.1% | -2.2% | -16.2% |
| 6M | -15.3% | +3.6% | -18.9% | -21.6% |
| YTD | -28.4% | +50.6% | -79.0% | -39.7% |
| 1Y | -24.1% | +72.2% | -96.4% | -38.6% |
| All | -24.1% | +70.8% | -95.0% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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