-49.8%
USAR vs SMTC
+70.8%
-120.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -12.9% | +7.1% | +0.5% |
| 7D | -21.8% | -24.5% | +2.7% | -10.4% |
| 30D | -39.9% | -42.5% | +2.5% | -22.1% |
| 3M | -52.5% | -14.1% | -38.4% | -53.4% |
| 6M | -67.9% | +3.6% | -71.5% | -72.6% |
| YTD | -31.1% | +50.6% | -81.7% | -56.8% |
| 1Y | -49.8% | +72.2% | -122.1% | -70.6% |
| All | -49.8% | +70.8% | -120.7% | -70.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling