+25.2%
UAL vs SMTC
+57.1%
-31.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +12.8% | -6.1% | +4.8% |
| 7D | +10.2% | -4.8% | +15.0% | +10.1% |
| 30D | +12.0% | -37.8% | +49.9% | +19.7% |
| 3M | -7.1% | -16.5% | +9.4% | -6.8% |
| 6M | +20.9% | -4.4% | +25.3% | +11.8% |
| YTD | +7.7% | +58.0% | -50.4% | -17.4% |
| All | +25.2% | +57.1% | -31.9% | -4.1% |
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