+1,145.9%
DELL vs SMTC
+122.8%
+1,023.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.1% | +6.9% | +10.5% |
| 7D | +8.2% | +13.1% | -4.9% | +4.4% |
| 30D | +17.1% | +19.5% | -2.4% | +10.3% |
| 3M | +45.2% | +2.2% | +42.9% | +41.0% |
| 6M | +286.8% | +94.9% | +191.9% | +202.9% |
| YTD | +354.8% | +127.0% | +227.8% | +238.7% |
| 1Y | +358.3% | +174.6% | +183.7% | +220.0% |
| 3Y | +724.9% | +615.9% | +109.0% | +279.3% |
| All | +1,145.9% | +122.8% | +1,023.1% | +731.9% |
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