+50.8%
SMTC vs DAR
+57.1%
-6.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.7% |
| 7D | -10.9% | -3.8% | -7.1% | -9.2% |
| 30D | -39.4% | -14.4% | -25.0% | -35.6% |
| 3M | -13.5% | -17.9% | +4.4% | -7.1% |
| 6M | -6.8% | -18.3% | +11.5% | -0.7% |
| YTD | +54.0% | +43.2% | +10.8% | +42.7% |
| 1Y | +50.8% | +57.7% | -6.9% | +38.7% |
| All | +50.8% | +57.1% | -6.3% | +38.7% |
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 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