+1.1%
SMTC vs SUI
-25.2%
+26.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +0.7% | -18.2% | -17.7% |
| 7D | -35.0% | +8.8% | -43.8% | -36.7% |
| 30D | -53.6% | +8.9% | -62.5% | -55.1% |
| 3M | -24.5% | +2.0% | -26.5% | -25.7% |
| 6M | -19.0% | -0.6% | -18.3% | -20.2% |
| YTD | +24.2% | +1.3% | +22.9% | +20.9% |
| 1Y | +35.6% | +1.3% | +34.4% | +32.0% |
| 3Y | +521.9% | +16.3% | +505.6% | +447.3% |
| All | +1.1% | -25.2% | +26.3% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling