+677.3%
SMTC vs SUI
+17.8%
+659.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.6% |
| 7D | -10.9% | +3.4% | -14.4% | -10.9% |
| 30D | -39.4% | +4.6% | -44.0% | -39.6% |
| 3M | -13.5% | +1.6% | -15.1% | -13.6% |
| 6M | -6.8% | -3.5% | -3.4% | -6.2% |
| YTD | +54.0% | -1.0% | +55.0% | +53.5% |
| 1Y | +50.8% | -1.7% | +52.5% | +50.6% |
| 3Y | +677.3% | +18.4% | +659.0% | +586.0% |
| All | +677.3% | +17.8% | +659.5% | +586.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling