+146.9%
SMTC vs DRI
+6.9%
+139.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.8% | +9.2% |
| 7D | +12.7% | +0.6% | +12.2% | +12.7% |
| 30D | +22.0% | +3.8% | +18.1% | +22.5% |
| 3M | -12.7% | +13.0% | -25.7% | -13.5% |
| 6M | +64.8% | +8.3% | +56.5% | +64.5% |
| YTD | +100.7% | +20.6% | +80.1% | +97.8% |
| 1Y | +146.9% | +6.5% | +140.4% | +142.9% |
| All | +146.9% | +6.9% | +139.9% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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