+72.2%
SMTC vs USHY
+1.9%
+70.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.7% | -13.6% | -17.3% |
| 7D | -24.5% | -0.2% | -24.3% | -23.4% |
| 30D | -42.5% | +0.7% | -43.1% | -45.1% |
| 3M | -14.1% | -2.2% | -11.9% | +2.7% |
| 6M | +3.6% | -0.9% | +4.5% | +12.2% |
| YTD | +50.6% | +0.2% | +50.4% | +51.9% |
| 1Y | +72.2% | +1.7% | +70.5% | +44.1% |
| All | +72.2% | +1.9% | +70.4% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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