+1,100.1%
SMTC vs UUUU
-91.9%
+1,192.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.0% | +8.9% | +9.8% |
| 7D | +22.9% | +2.8% | +20.1% | +22.6% |
| 30D | +16.6% | +3.4% | +13.2% | +16.1% |
| 3M | +2.4% | -3.9% | +6.3% | +3.0% |
| 6M | +98.3% | -23.2% | +121.4% | +103.5% |
| YTD | +120.7% | +0.6% | +120.1% | +118.6% |
| 1Y | +168.3% | +22.9% | +145.4% | +157.0% |
| 3Y | +571.7% | +98.6% | +473.1% | +499.8% |
| 5Y | +114.0% | +130.2% | -16.2% | +84.8% |
| 10Y | +497.0% | +519.5% | -22.5% | +349.4% |
| All | +1,100.1% | -91.9% | +1,192.1% | +828.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling