+174.6%
SMTC vs DBX
+15.5%
+159.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +5.7% |
| 7D | +13.1% | +2.1% | +11.0% | +14.1% |
| 30D | +19.5% | +5.7% | +13.7% | +22.7% |
| 3M | +2.2% | +31.8% | -29.6% | +12.6% |
| 6M | +94.9% | +37.5% | +57.4% | +109.1% |
| YTD | +127.0% | +27.9% | +99.0% | +146.3% |
| 1Y | +174.6% | +15.0% | +159.5% | +204.3% |
| All | +174.6% | +15.5% | +159.0% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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