+10,513.3%
DLTR vs SMTC
+12,144.3%
-1,631.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +10.0% | -15.6% | -7.1% |
| 7D | -5.8% | +22.9% | -28.8% | -8.9% |
| 30D | -5.2% | +16.6% | -21.9% | -8.2% |
| 3M | +15.2% | +2.4% | +12.8% | +12.2% |
| 6M | +7.1% | +98.3% | -91.1% | -7.1% |
| YTD | +0.8% | +120.7% | -119.8% | -14.5% |
| 1Y | +24.8% | +168.3% | -143.5% | +1.9% |
| 3Y | +6.9% | +571.7% | -564.8% | -32.3% |
| 5Y | +33.2% | +114.0% | -80.8% | -0.9% |
| 10Y | +51.6% | +497.0% | -445.4% | -10.5% |
| All | +10,513.3% | +12,144.3% | -1,631.0% | +3,598.5% |
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 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