+76.2%
UBER vs SMTC
+116.8%
-40.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -2.9% |
| 7D | -7.0% | +22.5% | -29.5% | -10.0% |
| 30D | -8.9% | +24.9% | -33.8% | -12.7% |
| 3M | +1.0% | +4.1% | -3.1% | -1.8% |
| 6M | -3.7% | +92.6% | -96.3% | -18.0% |
| YTD | -13.0% | +122.5% | -135.5% | -28.3% |
| 1Y | -25.5% | +166.2% | -191.8% | -41.3% |
| 3Y | +50.5% | +577.2% | -526.7% | -20.9% |
| 5Y | +76.2% | +119.0% | -42.8% | +61.0% |
| All | +76.2% | +116.8% | -40.6% | +61.0% |
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