+62,786.0%
SU vs SMTC
+69,847.7%
-7,061.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +1.6% | +22.5% | -20.9% | +1.0% |
| 30D | +10.7% | +24.9% | -14.2% | +9.9% |
| 3M | +13.5% | +4.1% | +9.4% | +13.0% |
| 6M | +21.8% | +92.6% | -70.7% | +18.9% |
| YTD | +58.8% | +122.5% | -63.6% | +54.2% |
| 1Y | +72.0% | +166.2% | -94.2% | +65.9% |
| 3Y | +121.7% | +577.2% | -455.4% | +105.1% |
| 5Y | +350.4% | +119.0% | +231.4% | +326.5% |
| 10Y | +264.7% | +527.9% | -263.2% | +242.6% |
| All | +62,786.0% | +69,847.7% | -7,061.7% | +146,595.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling