+161.3%
SMTC vs UUUU
+9.0%
+152.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.4% | -1.3% |
| 7D | +17.5% | -5.0% | +22.5% | +19.2% |
| 30D | +21.3% | -7.8% | +29.1% | +23.7% |
| 3M | +3.1% | -0.4% | +3.6% | +3.0% |
| 6M | +81.7% | -32.9% | +114.6% | +92.2% |
| YTD | +115.9% | -6.3% | +122.2% | +121.4% |
| All | +161.3% | +9.0% | +152.3% | +180.3% |
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