+483.2%
SMTC vs DOC
+20.8%
+462.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.8% | +11.0% | +10.3% |
| 7D | +12.7% | -1.5% | +14.2% | +13.6% |
| 30D | +22.0% | -4.8% | +26.7% | +25.2% |
| 3M | -12.7% | +6.9% | -19.6% | -18.0% |
| 6M | +64.8% | +20.7% | +44.0% | +42.0% |
| YTD | +100.7% | +34.1% | +66.5% | +57.9% |
| 1Y | +146.9% | +22.6% | +124.3% | +107.0% |
| All | +483.2% | +20.8% | +462.4% | +394.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling