+35,331.0%
SMTC vs DAR
+1,373.4%
+33,957.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -2.4% |
| 7D | -10.9% | -3.8% | -7.1% | -10.5% |
| 30D | -39.4% | -14.4% | -25.0% | -38.4% |
| 3M | -13.5% | -17.9% | +4.4% | -11.8% |
| 6M | -6.8% | -18.3% | +11.5% | -4.9% |
| YTD | +54.0% | +43.2% | +10.8% | +48.9% |
| 1Y | +50.8% | +57.7% | -6.9% | +44.4% |
| 3Y | +677.3% | +22.7% | +654.6% | +657.5% |
| 5Y | +28.7% | -34.0% | +62.8% | +31.7% |
| 10Y | +339.9% | +279.5% | +60.4% | +297.0% |
| All | +35,331.0% | +1,373.4% | +33,957.5% | +42,673.7% |
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 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