+527.9%
SMTC vs DRI
+348.4%
+179.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.5% |
| 7D | +22.5% | -4.8% | +27.3% | +24.9% |
| 30D | +24.9% | -3.9% | +28.8% | +26.7% |
| 3M | +4.1% | +5.1% | -1.0% | +0.8% |
| 6M | +92.6% | +5.5% | +87.0% | +85.6% |
| YTD | +122.5% | +16.5% | +106.0% | +104.6% |
| 1Y | +166.2% | +2.0% | +164.2% | +158.0% |
| 3Y | +577.2% | +54.5% | +522.7% | +447.7% |
| 5Y | +119.0% | +66.6% | +52.4% | +71.1% |
| 10Y | +527.9% | +353.6% | +174.3% | +286.5% |
| All | +527.9% | +348.4% | +179.4% | +286.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling