-9.6%
SMTC vs WU
-20.8%
+11.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -5.4% |
| 7D | +30.5% | -5.3% | +35.7% | +26.3% |
| 30D | -30.9% | +9.0% | -39.9% | -26.4% |
| 3M | -14.7% | -3.6% | -11.1% | -13.0% |
| 6M | -9.6% | -19.4% | +9.8% | -17.2% |
| All | -9.6% | -20.8% | +11.3% | -17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling