+72.2%
SMTC vs SUI
+1.6%
+70.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.2% | -18.1% | -7.6% |
| 7D | -24.5% | +10.0% | -34.5% | -16.2% |
| 30D | -42.5% | +8.4% | -50.9% | -36.7% |
| 3M | -14.1% | +0.7% | -14.7% | -9.0% |
| 6M | +3.6% | -0.9% | +4.5% | +10.7% |
| YTD | +50.6% | +0.6% | +49.9% | +64.4% |
| 1Y | +72.2% | +0.8% | +71.5% | +88.2% |
| All | +72.2% | +1.6% | +70.6% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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