+159.9%
DELL vs SMTC
+63.0%
+96.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | -5.5% |
| 7D | +4.9% | +11.0% | -6.2% | +0.7% |
| 30D | -32.1% | -28.5% | -3.6% | -23.5% |
| 3M | -30.2% | -14.2% | -16.0% | -26.1% |
| 6M | +41.7% | -18.0% | +59.7% | +44.9% |
| YTD | +176.6% | +55.5% | +121.1% | +116.4% |
| 1Y | +159.9% | +69.5% | +90.4% | +95.1% |
| All | +159.9% | +63.0% | +96.9% | +95.1% |
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