-17.6%
UBER vs SMTC
+154.8%
-172.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.5% | -0.3% |
| 7D | -3.9% | +12.7% | -16.6% | -4.0% |
| 30D | +11.1% | +22.0% | -10.8% | +10.5% |
| 3M | +4.9% | -12.7% | +17.6% | +5.7% |
| 6M | -1.2% | +64.8% | -65.9% | -7.3% |
| YTD | -7.3% | +100.7% | -108.0% | -14.9% |
| 1Y | -17.6% | +146.9% | -164.5% | -24.1% |
| All | -17.6% | +154.8% | -172.4% | -24.1% |
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