+376.1%
SMTC vs SUI
+120.9%
+255.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.8% | +11.1% | +10.6% |
| 7D | +12.9% | -2.4% | +15.3% | +13.7% |
| 30D | -25.6% | +3.3% | -28.9% | -27.6% |
| 3M | -4.5% | +0.7% | -5.2% | -6.6% |
| 6M | -8.3% | -4.1% | -4.2% | -9.4% |
| YTD | +69.9% | -1.8% | +71.7% | +65.5% |
| 1Y | +73.9% | -4.1% | +78.0% | +71.3% |
| 3Y | +757.7% | +17.4% | +740.3% | +643.3% |
| 5Y | +38.7% | -27.0% | +65.7% | +51.0% |
| 10Y | +376.1% | +121.2% | +254.9% | +266.1% |
| All | +376.1% | +120.9% | +255.2% | +266.1% |
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