+340.7%
SMTC vs SUI
+123.0%
+217.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.4% |
| 7D | +11.0% | -1.5% | +12.5% | +11.6% |
| 30D | -28.5% | +3.7% | -32.2% | -30.5% |
| 3M | -14.2% | -0.4% | -13.8% | -15.6% |
| 6M | -18.0% | -2.8% | -15.2% | -19.5% |
| YTD | +55.5% | -1.6% | +57.1% | +51.3% |
| 1Y | +69.5% | -2.1% | +71.6% | +65.3% |
| 3Y | +699.7% | +18.5% | +681.2% | +589.8% |
| 5Y | +27.4% | -26.5% | +53.9% | +38.3% |
| All | +340.7% | +123.0% | +217.7% | +239.0% |
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