+59.8%
DAL vs SMTC
+66.6%
-6.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.3% | -11.3% | -2.0% |
| 7D | +2.3% | +12.9% | -10.5% | +0.8% |
| 30D | +14.3% | -25.6% | +39.9% | +16.9% |
| 3M | +1.3% | -4.5% | +5.8% | -0.2% |
| 6M | +29.3% | -8.3% | +37.6% | +25.3% |
| YTD | +33.0% | +69.9% | -36.9% | +9.4% |
| 1Y | +59.8% | +73.9% | -14.1% | +30.5% |
| All | +59.8% | +66.6% | -6.8% | +30.5% |
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