+1,182.4%
URI vs SMTC
+334.8%
+847.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.5% | -1.3% |
| 7D | -6.0% | -10.9% | +5.0% | -3.3% |
| 30D | +4.6% | -39.4% | +44.0% | +19.4% |
| 3M | -2.7% | -13.5% | +10.8% | -2.8% |
| 6M | +18.4% | -6.8% | +25.2% | +10.7% |
| YTD | +37.4% | +54.0% | -16.7% | +5.2% |
| 1Y | +30.4% | +50.8% | -20.4% | -0.1% |
| 3Y | +147.9% | +677.3% | -529.4% | -23.8% |
| 5Y | +202.1% | +28.7% | +173.3% | +103.9% |
| 10Y | +1,182.4% | +339.9% | +842.6% | +457.3% |
| All | +1,182.4% | +334.8% | +847.6% | +457.3% |
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