+119.0%
SMTC vs SPXU
-85.9%
+204.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +1.8% |
| 7D | +22.5% | +1.3% | +21.2% | +23.3% |
| 30D | +24.9% | +5.1% | +19.8% | +29.2% |
| 3M | +4.1% | -9.1% | +13.2% | +0.6% |
| 6M | +92.6% | -29.6% | +122.1% | +64.1% |
| YTD | +122.5% | -27.7% | +150.2% | +95.8% |
| 1Y | +166.2% | -37.0% | +203.2% | +120.4% |
| 3Y | +577.2% | -80.2% | +657.3% | +287.3% |
| 5Y | +119.0% | -86.0% | +205.0% | +41.7% |
| All | +119.0% | -85.9% | +204.8% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling