+207.2%
UMC vs SMTC
+154.8%
+52.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +9.2% | -4.6% | +1.4% |
| 7D | +5.0% | +12.7% | -7.8% | +0.6% |
| 30D | +7.7% | +22.0% | -14.3% | -1.7% |
| 3M | +1.7% | -12.7% | +14.3% | +3.3% |
| 6M | +113.9% | +64.8% | +49.1% | +89.3% |
| YTD | +168.9% | +100.7% | +68.2% | +132.6% |
| 1Y | +207.2% | +146.9% | +60.3% | +163.0% |
| All | +207.2% | +154.8% | +52.4% | +163.0% |
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 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