+146.9%
SMTC vs WU
-8.3%
+155.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.1% |
| 7D | +12.7% | -0.8% | +13.6% | +12.6% |
| 30D | +22.0% | -1.1% | +23.1% | +21.9% |
| 3M | -12.7% | -3.9% | -8.8% | -14.3% |
| 6M | +64.8% | -20.7% | +85.4% | +62.2% |
| YTD | +100.7% | -18.4% | +119.1% | +98.2% |
| 1Y | +146.9% | -8.1% | +155.0% | +142.9% |
| All | +146.9% | -8.3% | +155.2% | +142.9% |
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