+46,070.5%
SMTC vs DAR
+1,762.6%
+44,307.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.9% | +10.1% | +9.3% |
| 7D | +12.7% | +1.4% | +11.4% | +12.6% |
| 30D | +22.0% | +12.8% | +9.2% | +20.5% |
| 3M | -12.7% | +7.4% | -20.0% | -13.3% |
| 6M | +64.8% | +22.3% | +42.5% | +61.4% |
| YTD | +100.7% | +81.1% | +19.6% | +89.4% |
| 1Y | +146.9% | +106.5% | +40.4% | +129.9% |
| 3Y | +456.8% | +5.3% | +451.5% | +447.5% |
| 5Y | +89.2% | -11.5% | +100.8% | +88.1% |
| 10Y | +426.9% | +353.3% | +73.5% | +365.7% |
| All | +46,070.5% | +1,762.6% | +44,307.9% | +54,318.0% |
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