+143.3%
DELL vs SMTC
+70.8%
+72.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -12.9% | +4.1% | -4.1% |
| 7D | -24.6% | -24.5% | -0.1% | -16.4% |
| 30D | -32.5% | -42.5% | +10.0% | -18.6% |
| 3M | -20.2% | -14.1% | -6.1% | -15.7% |
| 6M | +76.5% | +3.6% | +72.9% | +65.7% |
| YTD | +198.9% | +50.6% | +148.3% | +140.3% |
| 1Y | +143.3% | +72.2% | +71.1% | +87.5% |
| All | +143.3% | +70.8% | +72.5% | +87.5% |
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