+581.2%
SMTC vs UUUU
+83.7%
+497.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.4% | -1.3% |
| 7D | +17.5% | -5.0% | +22.5% | +19.1% |
| 30D | +21.3% | -7.8% | +29.1% | +23.6% |
| 3M | +3.1% | -0.4% | +3.6% | +3.3% |
| 6M | +81.7% | -32.9% | +114.6% | +96.2% |
| YTD | +115.9% | -6.3% | +122.2% | +113.4% |
| 1Y | +157.8% | +7.9% | +149.9% | +134.4% |
| All | +581.2% | +83.7% | +497.5% | +387.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling