+72.2%
SMTC vs WU
-18.0%
+90.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.4% | -18.4% | -11.3% |
| 7D | -24.5% | +8.2% | -32.7% | -22.6% |
| 30D | -42.5% | +8.0% | -50.5% | -40.9% |
| 3M | -14.1% | -6.6% | -7.4% | -13.8% |
| 6M | +3.6% | -23.3% | +26.9% | +3.0% |
| YTD | +50.6% | -22.4% | +73.0% | +50.3% |
| 1Y | +72.2% | -18.0% | +90.2% | +71.3% |
| All | +72.2% | -18.0% | +90.2% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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