+436.6%
SMTC vs SUI
+108.4%
+328.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.6% | +9.4% |
| 7D | +12.7% | -2.8% | +15.6% | +14.1% |
| 30D | +22.0% | -1.2% | +23.1% | +22.4% |
| 3M | -12.7% | -1.7% | -10.9% | -13.3% |
| 6M | +64.8% | -10.5% | +75.3% | +71.2% |
| YTD | +100.7% | -1.8% | +102.5% | +98.9% |
| 1Y | +146.9% | -4.1% | +151.0% | +146.7% |
| 3Y | +456.8% | +11.3% | +445.6% | +404.3% |
| 5Y | +89.2% | -32.1% | +121.3% | +116.4% |
| All | +436.6% | +108.4% | +328.2% | +343.1% |
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