+3.4%
NU vs SMTC
+154.8%
-151.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.2% | -11.2% | -2.9% |
| 7D | +7.5% | +12.7% | -5.3% | +6.2% |
| 30D | +6.1% | +22.0% | -15.8% | +3.6% |
| 3M | +26.8% | -12.7% | +39.5% | +27.1% |
| 6M | +2.5% | +64.8% | -62.3% | -11.0% |
| YTD | -8.2% | +100.7% | -108.9% | -22.5% |
| 1Y | +3.4% | +146.9% | -143.5% | -14.8% |
| All | +3.4% | +154.8% | -151.4% | -14.8% |
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