+36.6%
DIS vs SMTC
+365.8%
-329.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.8% | -10.8% | +0.3% |
| 7D | +5.3% | -4.8% | +10.2% | +5.4% |
| 30D | +10.2% | -37.8% | +48.1% | +16.3% |
| 3M | +13.5% | -16.5% | +30.0% | +13.2% |
| 6M | +11.1% | -4.4% | +15.5% | +5.7% |
| YTD | +5.5% | +58.0% | -52.5% | -9.4% |
| 1Y | +9.1% | +62.0% | -52.9% | -7.1% |
| 3Y | +36.0% | +745.7% | -709.7% | -28.8% |
| 5Y | -29.8% | +29.0% | -58.9% | -43.4% |
| 10Y | +36.6% | +351.4% | -314.7% | -20.5% |
| All | +36.6% | +365.8% | -329.2% | -20.5% |
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