+31.5%
DLTR vs SMTC
+112.1%
-80.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.2% | +0.4% |
| 7D | -9.4% | +17.5% | -27.0% | -10.6% |
| 30D | -7.3% | +21.3% | -28.6% | -9.0% |
| 3M | +7.6% | +3.1% | +4.4% | +6.3% |
| 6M | +1.6% | +81.7% | -80.1% | -5.2% |
| YTD | -3.5% | +115.9% | -119.5% | -11.5% |
| 1Y | +20.0% | +157.8% | -137.8% | +8.0% |
| 3Y | +2.3% | +557.3% | -555.0% | -23.4% |
| 5Y | +31.5% | +114.7% | -83.1% | +24.2% |
| All | +31.5% | +112.1% | -80.6% | +24.2% |
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 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