+72.2%
SMTC vs DOC
+21.8%
+50.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.1% | -16.0% | -12.7% |
| 7D | -24.5% | +8.7% | -33.2% | -24.1% |
| 30D | -42.5% | +7.6% | -50.1% | -42.2% |
| 3M | -14.1% | -5.3% | -8.8% | -12.5% |
| 6M | +3.6% | +27.6% | -24.0% | -3.4% |
| YTD | +50.6% | +32.4% | +18.2% | +43.3% |
| 1Y | +72.2% | +22.9% | +49.4% | +65.5% |
| All | +72.2% | +21.8% | +50.4% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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