+1,084.1%
SMTC vs WU
-19.6%
+1,103.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.6% |
| 7D | +12.7% | -0.8% | +13.6% | +13.1% |
| 30D | +22.0% | -1.1% | +23.1% | +21.8% |
| 3M | -12.7% | -3.9% | -8.8% | -13.8% |
| 6M | +64.8% | -20.7% | +85.4% | +76.4% |
| YTD | +100.7% | -18.4% | +119.1% | +111.1% |
| 1Y | +146.9% | -8.1% | +155.0% | +142.2% |
| 3Y | +456.8% | -24.2% | +481.0% | +487.7% |
| 5Y | +89.2% | -50.4% | +139.7% | +137.8% |
| 10Y | +426.9% | -40.0% | +466.9% | +499.0% |
| All | +1,084.1% | -19.6% | +1,103.7% | +1,006.3% |
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