+530.1%
SMTC vs UUUU
+465.5%
+64.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +6.2% |
| 7D | +13.1% | -10.5% | +23.6% | +15.7% |
| 30D | +19.5% | -10.5% | +30.0% | +22.0% |
| 3M | +2.2% | -14.1% | +16.4% | +5.6% |
| 6M | +94.9% | -35.5% | +130.3% | +111.7% |
| YTD | +127.0% | -10.9% | +137.9% | +126.7% |
| 1Y | +174.6% | +3.4% | +171.2% | +157.7% |
| 3Y | +615.9% | +73.1% | +542.8% | +470.2% |
| 5Y | +125.6% | +87.1% | +38.5% | +67.5% |
| All | +530.1% | +465.5% | +64.6% | +225.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling