+499.9%
DDOG vs SMTC
+235.7%
+264.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.3% | +6.9% |
| 7D | +7.7% | +22.5% | -14.8% | +1.7% |
| 30D | -13.6% | +24.9% | -38.5% | -19.6% |
| 3M | -0.9% | +4.1% | -5.0% | -6.2% |
| 6M | +75.2% | +92.6% | -17.3% | +33.1% |
| YTD | +65.7% | +122.5% | -56.8% | +18.9% |
| 1Y | +60.4% | +166.2% | -105.8% | +7.0% |
| 3Y | +130.7% | +577.2% | -446.5% | -15.7% |
| 5Y | +59.9% | +119.0% | -59.1% | +1.6% |
| All | +499.9% | +235.7% | +264.3% | +167.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling