+34.0%
USB vs SMTC
+154.8%
-120.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.5% | -0.6% |
| 7D | +1.4% | +12.7% | -11.3% | +0.9% |
| 30D | -1.3% | +22.0% | -23.3% | -2.3% |
| 3M | +15.2% | -12.7% | +27.9% | +15.4% |
| 6M | +18.8% | +64.8% | -45.9% | +12.4% |
| YTD | +21.0% | +100.7% | -79.7% | +12.6% |
| 1Y | +34.0% | +146.9% | -112.9% | +23.8% |
| All | +34.0% | +154.8% | -120.7% | +23.8% |
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