+856.3%
SMTC vs WU
-22.9%
+879.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.1% |
| 7D | +30.5% | -5.3% | +35.7% | +33.1% |
| 30D | -30.9% | +9.0% | -39.9% | -34.7% |
| 3M | -14.7% | -3.6% | -11.1% | -16.0% |
| 6M | -9.6% | -19.4% | +9.8% | -6.2% |
| YTD | +62.1% | -21.7% | +83.8% | +69.3% |
| 1Y | +66.6% | -16.1% | +82.7% | +67.8% |
| 3Y | +718.1% | -24.1% | +742.2% | +741.6% |
| 5Y | +32.8% | -44.1% | +76.9% | +54.3% |
| 10Y | +354.1% | -39.6% | +393.8% | +402.0% |
| All | +856.3% | -22.9% | +879.2% | +787.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling