+32,121.6%
SMTC vs DAR
+1,334.0%
+30,787.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.0% | +13.8% | +12.8% |
| 7D | -19.0% | -9.9% | -9.0% | -18.1% |
| 30D | -46.7% | -16.4% | -30.4% | -45.8% |
| 3M | -23.4% | -17.1% | -6.4% | -22.1% |
| 6M | -13.4% | -20.5% | +7.1% | -11.5% |
| YTD | +40.1% | +39.4% | +0.6% | +35.7% |
| 1Y | +47.7% | +57.2% | -9.6% | +41.4% |
| 3Y | +606.9% | +13.9% | +593.1% | +593.2% |
| 5Y | +14.4% | -40.8% | +55.2% | +18.0% |
| 10Y | +322.5% | +276.2% | +46.2% | +281.7% |
| All | +32,121.6% | +1,334.0% | +30,787.6% | +38,884.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling