+4.6%
UNH vs SMTC
+112.1%
-107.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -1.1% |
| 7D | -3.2% | +17.5% | -20.7% | -3.6% |
| 30D | -3.5% | +21.3% | -24.8% | -4.1% |
| 3M | -4.2% | +3.1% | -7.3% | -4.5% |
| 6M | +38.3% | +81.7% | -43.4% | +34.6% |
| YTD | +19.2% | +115.9% | -96.7% | +15.4% |
| 1Y | +15.0% | +157.8% | -142.9% | +10.6% |
| 3Y | -14.5% | +557.3% | -571.8% | -22.3% |
| 5Y | +4.6% | +114.7% | -110.1% | +6.7% |
| All | +4.6% | +112.1% | -107.6% | +6.7% |
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