+340.7%
SMTC vs DAR
+311.7%
+29.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.6% |
| 7D | +11.0% | +11.6% | -0.5% | +5.9% |
| 30D | -28.5% | -10.2% | -18.3% | -24.5% |
| 3M | -14.2% | -14.8% | +0.6% | -7.7% |
| 6M | -18.0% | -10.1% | -7.9% | -14.2% |
| YTD | +55.5% | +55.5% | 0.0% | +26.2% |
| 1Y | +69.5% | +61.7% | +7.9% | +34.9% |
| 3Y | +699.7% | +37.2% | +662.5% | +546.7% |
| 5Y | +27.4% | -26.9% | +54.3% | +31.7% |
| All | +340.7% | +311.7% | +29.0% | +92.4% |
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