+50.8%
SMTC vs SUI
-2.0%
+52.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -3.5% |
| 7D | -10.9% | +3.4% | -14.4% | -6.9% |
| 30D | -39.4% | +4.6% | -44.0% | -35.2% |
| 3M | -13.5% | +1.6% | -15.1% | -8.6% |
| 6M | -6.8% | -3.5% | -3.4% | -1.8% |
| YTD | +54.0% | -1.0% | +55.0% | +65.5% |
| 1Y | +50.8% | -1.7% | +52.5% | +62.7% |
| All | +50.8% | -2.0% | +52.7% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling