+10.7%
SNDU vs SMTC
+31.9%
-21.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -12.9% | -2.9% | +1.4% |
| 7D | -48.0% | -24.5% | -23.5% | -21.6% |
| 30D | -66.4% | -42.5% | -24.0% | -28.2% |
| 3M | -58.7% | -14.1% | -44.6% | -55.8% |
| 6M | -68.6% | +3.6% | -72.2% | -59.4% |
| All | +10.7% | +31.9% | -21.3% | +5.4% |
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 · 6 months rolling