+67.6%
UBER vs SMTC
+123.2%
-55.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +1.7% |
| 7D | +1.6% | +11.0% | -9.4% | -0.9% |
| 30D | +0.6% | -28.5% | +29.1% | +6.0% |
| 3M | -8.2% | -14.2% | +6.1% | -9.4% |
| 6M | -6.7% | -18.0% | +11.3% | -10.4% |
| YTD | -14.7% | +55.5% | -70.2% | -33.0% |
| 1Y | -24.1% | +69.5% | -93.6% | -42.0% |
| 3Y | +33.4% | +699.7% | -666.2% | -54.8% |
| 5Y | +54.5% | +27.4% | +27.0% | +18.2% |
| All | +67.6% | +123.2% | -55.6% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling