+7.9%
DT vs SMTC
+153.7%
-145.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.6% | +1.4% |
| 7D | -2.5% | +17.5% | -20.1% | -1.5% |
| 30D | +3.5% | +21.3% | -17.8% | +4.9% |
| 3M | +26.7% | +3.1% | +23.6% | +27.9% |
| 6M | +36.1% | +81.7% | -45.6% | +37.3% |
| YTD | +18.6% | +115.9% | -97.3% | +19.7% |
| 1Y | +7.9% | +157.8% | -149.9% | +10.1% |
| All | +7.9% | +153.7% | -145.8% | +10.1% |
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