+260.6%
SNDU vs SMTC
+75.8%
+184.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +9.2% | +14.4% | +10.4% |
| 7D | +35.2% | +12.7% | +22.4% | +15.7% |
| 30D | +50.8% | +22.0% | +28.8% | +2.8% |
| 3M | -43.2% | -12.7% | -30.5% | -23.0% |
| All | +260.6% | +75.8% | +184.8% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · Available span rolling