+6,893.4%
URI vs SMTC
+3,013.5%
+3,880.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.2% | -7.6% | -1.2% |
| 7D | -2.0% | +12.7% | -14.7% | -5.6% |
| 30D | -12.9% | +22.0% | -34.9% | -19.2% |
| 3M | -6.7% | -12.7% | +5.9% | -6.1% |
| 6M | +19.0% | +64.8% | -45.8% | -4.3% |
| YTD | +25.5% | +100.7% | -75.2% | -6.2% |
| 1Y | +5.5% | +146.9% | -141.4% | -27.3% |
| 3Y | +111.3% | +456.8% | -345.5% | -6.4% |
| 5Y | +198.6% | +89.2% | +109.3% | +80.8% |
| 10Y | +1,179.9% | +426.9% | +753.1% | +442.3% |
| All | +6,893.4% | +3,013.5% | +3,880.0% | +1,653.1% |
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