+111.4%
DAL vs SMTC
+26.3%
+85.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.7% | +0.5% |
| 7D | -1.1% | +11.0% | -12.1% | -3.3% |
| 30D | +12.8% | -28.5% | +41.3% | +18.8% |
| 3M | -5.3% | -14.2% | +8.9% | -5.6% |
| 6M | +22.4% | -18.0% | +40.4% | +19.9% |
| YTD | +25.6% | +55.5% | -29.9% | +3.6% |
| 1Y | +45.5% | +69.5% | -24.0% | +17.1% |
| 3Y | +161.0% | +699.7% | -538.7% | +19.9% |
| All | +111.4% | +26.3% | +85.1% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling