+499.6%
SMTC vs SPXU
-99.5%
+599.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.8% | -4.8% | -1.9% |
| 7D | +17.5% | +6.4% | +11.2% | +21.7% |
| 30D | +21.3% | +5.9% | +15.4% | +25.5% |
| 3M | +3.1% | -11.7% | +14.8% | -1.4% |
| 6M | +81.7% | -28.7% | +110.4% | +59.9% |
| YTD | +115.9% | -26.4% | +142.3% | +96.1% |
| 1Y | +157.8% | -35.2% | +193.1% | +123.2% |
| 3Y | +557.3% | -79.8% | +637.1% | +301.2% |
| 5Y | +114.7% | -86.1% | +200.7% | +40.7% |
| All | +499.6% | -99.5% | +599.1% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling