+126.0%
DUK vs SMTC
+548.2%
-422.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.1% |
| 7D | -0.7% | +13.1% | -13.7% | -1.1% |
| 30D | -2.4% | +19.5% | -21.9% | -3.1% |
| 3M | -3.0% | +2.2% | -5.2% | -3.4% |
| 6M | -6.6% | +94.9% | -101.4% | -9.5% |
| YTD | +4.6% | +127.0% | -122.4% | +0.5% |
| 1Y | +1.2% | +174.6% | -173.3% | -3.7% |
| 3Y | +45.7% | +615.9% | -570.3% | +24.6% |
| 5Y | +40.3% | +125.6% | -85.3% | +30.3% |
| All | +126.0% | +548.2% | -422.2% | +86.5% |
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