+251.0%
DIA vs SMTC
+504.7%
-253.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.9% |
| 7D | -1.2% | +22.5% | -23.7% | -4.4% |
| 30D | -2.7% | +24.9% | -27.6% | -6.6% |
| 3M | +3.3% | +4.1% | -0.8% | +0.7% |
| 6M | +10.4% | +92.6% | -82.1% | -4.1% |
| YTD | +10.0% | +122.5% | -112.5% | -7.2% |
| 1Y | +16.2% | +166.2% | -150.0% | -5.7% |
| 3Y | +58.7% | +577.2% | -518.4% | -4.7% |
| 5Y | +63.6% | +119.0% | -55.4% | +24.7% |
| 10Y | +251.0% | +527.9% | -276.8% | +91.6% |
| All | +251.0% | +504.7% | -253.7% | +91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling