+146.9%
SMTC vs DOC
+23.9%
+123.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.8% | +11.0% | +9.5% |
| 7D | +12.7% | -1.5% | +14.2% | +13.0% |
| 30D | +22.0% | -4.8% | +26.7% | +23.0% |
| 3M | -12.7% | +6.9% | -19.6% | -15.9% |
| 6M | +64.8% | +20.7% | +44.0% | +52.4% |
| YTD | +100.7% | +34.1% | +66.5% | +82.3% |
| 1Y | +146.9% | +22.6% | +124.2% | +131.7% |
| All | +146.9% | +23.9% | +123.0% | +131.7% |
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