+359.4%
SMTC vs SUI
+120.9%
+238.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.3% |
| 7D | +30.5% | -3.8% | +34.3% | +32.3% |
| 30D | -30.9% | +3.9% | -34.8% | -32.9% |
| 3M | -14.7% | +0.2% | -14.9% | -16.4% |
| 6M | -9.6% | -4.2% | -5.4% | -10.7% |
| YTD | +62.1% | -2.5% | +64.6% | +58.3% |
| 1Y | +66.6% | -4.0% | +70.6% | +63.9% |
| 3Y | +718.1% | +16.5% | +701.5% | +611.0% |
| 5Y | +32.8% | -27.2% | +60.0% | +44.7% |
| All | +359.4% | +120.9% | +238.5% | +254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling