+307.1%
SMTC vs SUI
+115.7%
+191.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.5% | +14.2% | +13.3% |
| 7D | -19.0% | +6.2% | -25.2% | -21.3% |
| 30D | -46.7% | +8.6% | -55.3% | -49.2% |
| 3M | -23.4% | +1.0% | -24.4% | -25.0% |
| 6M | -13.4% | -2.6% | -10.8% | -14.9% |
| YTD | +40.1% | -0.1% | +40.2% | +35.6% |
| 1Y | +47.7% | +0.5% | +47.2% | +42.4% |
| 3Y | +606.9% | +15.3% | +591.7% | +520.6% |
| 5Y | +14.4% | -26.1% | +40.5% | +24.0% |
| All | +307.1% | +115.7% | +191.4% | +224.8% |
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