+174.6%
SMTC vs WU
-9.1%
+183.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.2% |
| 7D | +13.1% | -3.5% | +16.6% | +12.5% |
| 30D | +19.5% | -2.9% | +22.4% | +18.9% |
| 3M | +2.2% | -2.3% | +4.5% | -0.2% |
| 6M | +94.9% | -25.4% | +120.2% | +90.6% |
| YTD | +127.0% | -21.2% | +148.2% | +123.0% |
| 1Y | +174.6% | -8.9% | +183.4% | +169.4% |
| All | +174.6% | -9.1% | +183.6% | +169.4% |
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