+140,402.7%
UNH vs SMTC
+48,791.7%
+91,611.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +0.8% |
| 7D | +3.4% | +11.0% | -7.6% | +2.6% |
| 30D | +3.0% | -28.5% | +31.5% | +4.6% |
| 3M | +2.7% | -14.2% | +16.9% | +2.7% |
| 6M | +2.8% | -18.0% | +20.8% | +2.2% |
| YTD | +25.9% | +55.5% | -29.6% | +19.8% |
| 1Y | +25.8% | +69.5% | -43.7% | +18.9% |
| 3Y | -20.0% | +699.7% | -719.7% | -34.0% |
| 5Y | -2.8% | +27.4% | -30.2% | -11.1% |
| 10Y | +228.7% | +335.7% | -107.0% | +174.6% |
| All | +140,402.7% | +48,791.7% | +91,611.0% | +85,708.4% |
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