+63.2%
DHI vs SMTC
+122.8%
-59.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.1% |
| 7D | -3.4% | +13.1% | -16.5% | -5.0% |
| 30D | -5.4% | +19.5% | -24.9% | -8.1% |
| 3M | -10.4% | +2.2% | -12.7% | -12.1% |
| 6M | -2.8% | +94.9% | -97.6% | -14.4% |
| YTD | -3.4% | +127.0% | -130.4% | -17.3% |
| 1Y | -22.9% | +174.6% | -197.5% | -36.5% |
| 3Y | +20.7% | +615.9% | -595.2% | -29.9% |
| All | +63.2% | +122.8% | -59.6% | +50.1% |
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 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