+24.8%
USAR vs SMTC
+154.8%
-129.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.2% | -9.7% | -5.3% |
| 7D | -2.1% | +12.7% | -14.9% | -8.4% |
| 30D | +2.6% | +22.0% | -19.3% | -10.6% |
| 3M | -35.0% | -12.7% | -22.3% | -32.4% |
| 6M | -6.9% | +64.8% | -71.6% | -33.6% |
| YTD | +48.0% | +100.7% | -52.7% | -4.2% |
| 1Y | +24.8% | +146.9% | -122.1% | -18.0% |
| All | +24.8% | +154.8% | -129.9% | -18.0% |
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 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