+114.0%
SMTC vs DAR
-8.5%
+122.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.9% | +7.0% | +8.8% |
| 7D | +22.9% | -0.9% | +23.8% | +23.4% |
| 30D | +16.6% | +13.0% | +3.7% | +10.5% |
| 3M | +2.4% | +15.0% | -12.6% | -3.5% |
| 6M | +98.3% | +26.8% | +71.4% | +78.4% |
| YTD | +120.7% | +86.4% | +34.3% | +70.1% |
| 1Y | +168.3% | +115.1% | +53.2% | +93.6% |
| 3Y | +571.7% | +14.6% | +557.1% | +490.3% |
| 5Y | +114.0% | -8.8% | +122.8% | +97.7% |
| All | +114.0% | -8.5% | +122.5% | +97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling