+27.6%
SMTC vs WU
-43.8%
+71.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.4% | -4.3% |
| 7D | +11.0% | -2.0% | +13.1% | +11.4% |
| 30D | -28.5% | +11.4% | -39.9% | -31.0% |
| 3M | -14.2% | -6.8% | -7.4% | -13.5% |
| 6M | -18.0% | -14.6% | -3.4% | -16.7% |
| YTD | +55.5% | -20.6% | +76.1% | +61.6% |
| 1Y | +69.5% | -15.4% | +84.9% | +70.9% |
| 3Y | +699.7% | -23.6% | +723.3% | +716.9% |
| All | +27.6% | -43.8% | +71.4% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling