+119.0%
SMTC vs WU
-51.4%
+170.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +22.5% | -4.9% | +27.4% | +24.0% |
| 30D | +24.9% | -1.3% | +26.2% | +24.7% |
| 3M | +4.1% | -3.6% | +7.6% | +2.1% |
| 6M | +92.6% | -24.3% | +116.9% | +105.9% |
| YTD | +122.5% | -21.1% | +143.6% | +133.2% |
| 1Y | +166.2% | -10.3% | +176.5% | +161.9% |
| 3Y | +577.2% | -28.4% | +605.5% | +614.8% |
| 5Y | +119.0% | -51.2% | +170.2% | +144.1% |
| All | +119.0% | -51.4% | +170.4% | +144.1% |
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