-18.2%
DHI vs SMTC
+154.8%
-173.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.2% | -10.4% | -1.4% |
| 7D | -3.1% | +12.7% | -15.9% | -3.4% |
| 30D | -5.5% | +22.0% | -27.4% | -6.1% |
| 3M | -2.2% | -12.7% | +10.5% | -1.5% |
| 6M | -6.0% | +64.8% | -70.7% | -10.6% |
| YTD | 0.0% | +100.7% | -100.7% | -5.5% |
| 1Y | -18.2% | +146.9% | -165.1% | -21.6% |
| All | -18.2% | +154.8% | -173.0% | -21.6% |
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