+86.2%
SU vs SMTC
+70.8%
+15.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -12.9% | +8.4% | -4.5% |
| 7D | -7.1% | -24.5% | +17.4% | -7.3% |
| 30D | +4.8% | -42.5% | +47.2% | +4.2% |
| 3M | +12.5% | -14.1% | +26.6% | +12.4% |
| 6M | +6.5% | +3.6% | +2.8% | +8.0% |
| YTD | +65.8% | +50.6% | +15.2% | +67.8% |
| 1Y | +86.2% | +72.2% | +13.9% | +87.1% |
| All | +86.2% | +70.8% | +15.3% | +87.1% |
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