+922.1%
SMTC vs SPXU
-100.0%
+1,022.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.7% | +8.3% | +10.8% |
| 7D | +22.9% | -1.5% | +24.4% | +21.9% |
| 30D | +16.6% | +3.7% | +12.9% | +18.9% |
| 3M | +2.4% | -9.6% | +12.0% | -0.3% |
| 6M | +98.3% | -32.4% | +130.6% | +72.1% |
| YTD | +120.7% | -28.7% | +149.4% | +99.2% |
| 1Y | +168.3% | -38.2% | +206.5% | +130.2% |
| 3Y | +571.7% | -80.4% | +652.1% | +322.8% |
| 5Y | +114.0% | -86.0% | +200.0% | +46.6% |
| 10Y | +497.0% | -99.5% | +596.5% | +60.6% |
| All | +922.1% | -100.0% | +1,022.1% | -17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling