+54,893.9%
DHR vs SMTC
+62,999.7%
-8,105.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.2% | -10.8% | -2.5% |
| 7D | -3.9% | +12.7% | -16.6% | -5.1% |
| 30D | +4.0% | +22.0% | -18.0% | +1.4% |
| 3M | +11.5% | -12.7% | +24.2% | +11.3% |
| 6M | +1.9% | +64.8% | -62.9% | -5.8% |
| YTD | -8.9% | +100.7% | -109.6% | -17.8% |
| 1Y | +5.1% | +146.9% | -141.8% | -7.6% |
| 3Y | -10.3% | +456.8% | -467.1% | -31.8% |
| 5Y | -27.8% | +89.2% | -117.0% | -39.6% |
| 10Y | +203.6% | +426.9% | -223.2% | +122.9% |
| All | +54,893.9% | +62,999.7% | -8,105.9% | +31,959.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling