+18.9%
DLTR vs SMTC
+169.6%
-150.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -0.5% |
| 7D | -10.1% | +13.1% | -23.2% | -10.3% |
| 30D | -8.1% | +19.5% | -27.6% | -8.6% |
| 3M | +2.9% | +2.2% | +0.6% | +3.4% |
| 6M | +4.3% | +94.9% | -90.5% | -3.0% |
| YTD | -3.9% | +127.0% | -130.9% | -12.4% |
| 1Y | +18.9% | +174.6% | -155.7% | +7.2% |
| All | +18.9% | +169.6% | -150.7% | +7.2% |
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