+82.2%
UBER vs SMTC
+188.1%
-105.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.5% | -2.4% |
| 7D | -3.9% | +12.7% | -16.6% | -6.7% |
| 30D | +11.1% | +22.0% | -10.9% | +4.4% |
| 3M | +4.9% | -12.7% | +17.6% | +4.6% |
| 6M | -1.2% | +64.8% | -65.9% | -19.1% |
| YTD | -7.3% | +100.7% | -108.0% | -28.7% |
| 1Y | -17.6% | +146.9% | -164.5% | -41.2% |
| 3Y | +61.1% | +456.8% | -395.8% | -31.6% |
| 5Y | +87.9% | +89.2% | -1.3% | +30.1% |
| All | +82.2% | +188.1% | -105.8% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling