+72.2%
SMTC vs DAR
+63.3%
+9.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -2.5% | -10.5% | -12.0% |
| 7D | -24.5% | -5.7% | -18.8% | -22.8% |
| 30D | -42.5% | -16.6% | -25.9% | -38.8% |
| 3M | -14.1% | -13.1% | -1.0% | -10.0% |
| 6M | +3.6% | -18.8% | +22.4% | +9.7% |
| YTD | +50.6% | +45.3% | +5.3% | +41.1% |
| 1Y | +72.2% | +60.6% | +11.6% | +60.5% |
| All | +72.2% | +63.3% | +9.0% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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