+527.9%
SMTC vs DAR
+364.6%
+163.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | +22.5% | -0.2% | +22.6% | +22.6% |
| 30D | +24.9% | +7.4% | +17.4% | +20.5% |
| 3M | +4.1% | +15.7% | -11.6% | -3.0% |
| 6M | +92.6% | +30.0% | +62.5% | +69.1% |
| YTD | +122.5% | +87.5% | +34.9% | +65.6% |
| 1Y | +166.2% | +113.4% | +52.9% | +85.0% |
| 3Y | +577.2% | +15.3% | +561.9% | +492.0% |
| 5Y | +119.0% | -4.3% | +123.3% | +98.1% |
| 10Y | +527.9% | +380.2% | +147.7% | +152.7% |
| All | +527.9% | +364.6% | +163.3% | +152.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling