+553.8%
SMTC vs URA
-31.1%
+584.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.8% | +8.4% | +8.8% |
| 7D | +12.7% | +1.1% | +11.7% | +12.1% |
| 30D | +22.0% | +7.4% | +14.6% | +17.9% |
| 3M | -12.7% | -8.4% | -4.3% | -7.9% |
| 6M | +64.8% | -12.7% | +77.5% | +77.9% |
| YTD | +100.7% | +7.8% | +92.9% | +94.0% |
| 1Y | +146.9% | +19.5% | +127.4% | +124.4% |
| 3Y | +456.8% | +116.4% | +340.4% | +280.9% |
| 5Y | +89.2% | +134.3% | -45.0% | +18.4% |
| 10Y | +426.9% | +359.3% | +67.6% | +127.1% |
| All | +553.8% | -31.1% | +584.9% | +401.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 all: compounded portfolio wealth divided by compounded URA 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…
all analysis · Full analysis span regression · 6 months rolling