+1,157.2%
URI vs SMTC
+493.3%
+663.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.0% | -9.4% | -2.6% |
| 7D | +2.5% | +22.9% | -20.4% | -4.3% |
| 30D | -12.5% | +16.6% | -29.2% | -17.8% |
| 3M | -6.2% | +2.4% | -8.6% | -10.2% |
| 6M | +25.9% | +98.3% | -72.4% | -6.6% |
| YTD | +26.2% | +120.7% | -94.5% | -11.0% |
| 1Y | +5.5% | +168.3% | -162.8% | -31.9% |
| 3Y | +125.0% | +571.7% | -446.7% | -21.9% |
| 5Y | +210.4% | +114.0% | +96.4% | +77.3% |
| 10Y | +1,157.2% | +497.0% | +660.2% | +301.0% |
| All | +1,157.2% | +493.3% | +663.9% | +301.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling