+72.2%
SMTC vs UUUU
-55.1%
+127.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.8% | -12.1% | -12.6% |
| 7D | -24.5% | -14.4% | -10.1% | -19.8% |
| 30D | -42.5% | -33.6% | -8.8% | -33.1% |
| 3M | -14.1% | -44.2% | +30.1% | +5.5% |
| 6M | +3.6% | -66.8% | +70.4% | +46.3% |
| YTD | +50.6% | -50.6% | +101.2% | +80.0% |
| 1Y | +72.2% | -57.8% | +130.0% | +116.1% |
| All | +72.2% | -55.1% | +127.4% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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