+113.0%
DAL vs SMTC
+31.4%
+81.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.6% | -0.6% | -4.3% |
| 7D | +1.4% | +30.5% | -29.1% | -4.1% |
| 30D | +9.1% | -30.9% | +39.9% | +15.7% |
| 3M | -3.5% | -14.7% | +11.2% | -3.6% |
| 6M | +23.4% | -9.6% | +32.9% | +18.3% |
| YTD | +26.0% | +62.1% | -36.0% | +3.1% |
| 1Y | +44.6% | +66.6% | -21.9% | +17.1% |
| 3Y | +162.7% | +718.1% | -555.4% | +20.4% |
| 5Y | +113.0% | +32.8% | +80.2% | +77.4% |
| All | +113.0% | +31.4% | +81.6% | +77.4% |
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