+53.2%
UBER vs SMTC
+31.4%
+21.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.6% | +2.4% | -1.6% |
| 7D | +0.5% | +30.5% | -30.0% | -3.1% |
| 30D | -3.1% | -30.9% | +27.8% | +0.7% |
| 3M | -8.3% | -14.7% | +6.4% | -8.8% |
| 6M | -9.5% | -9.6% | +0.1% | -13.1% |
| YTD | -15.4% | +62.1% | -77.5% | -28.3% |
| 1Y | -26.1% | +66.6% | -92.7% | -37.9% |
| 3Y | +34.0% | +718.1% | -684.1% | -37.8% |
| 5Y | +53.2% | +32.8% | +20.4% | +59.5% |
| All | +53.2% | +31.4% | +21.8% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling