+261.1%
SMTC vs DOC
+14.9%
+246.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.2% | -17.3% | -17.4% |
| 7D | -35.0% | +6.2% | -41.2% | -37.0% |
| 30D | -53.6% | +6.5% | -60.0% | -55.4% |
| 3M | -24.5% | -6.2% | -18.3% | -23.2% |
| 6M | -19.0% | +25.6% | -44.6% | -29.7% |
| YTD | +24.2% | +32.1% | -7.9% | +4.5% |
| 1Y | +35.6% | +20.3% | +15.3% | +19.4% |
| 3Y | +521.9% | +42.7% | +479.1% | +405.5% |
| 5Y | +1.5% | -22.2% | +23.6% | +7.3% |
| All | +261.1% | +14.9% | +246.2% | +236.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling