+14.0%
SMTC vs SUI
-26.3%
+40.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.5% | +14.2% | +13.1% |
| 7D | -19.0% | +6.2% | -25.2% | -20.6% |
| 30D | -46.7% | +8.6% | -55.3% | -48.6% |
| 3M | -23.4% | +1.0% | -24.4% | -24.5% |
| 6M | -13.4% | -2.6% | -10.8% | -14.2% |
| YTD | +40.1% | -0.1% | +40.2% | +36.8% |
| 1Y | +47.7% | +0.5% | +47.2% | +43.7% |
| 3Y | +606.9% | +15.3% | +591.7% | +522.3% |
| All | +14.0% | -26.3% | +40.3% | +31.8% |
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