+339.9%
SMTC vs DRI
+343.2%
-3.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.4% |
| 7D | -10.9% | +4.2% | -15.2% | -12.6% |
| 30D | -39.4% | +15.7% | -55.1% | -43.3% |
| 3M | -13.5% | +5.8% | -19.3% | -16.7% |
| 6M | -6.8% | +18.4% | -25.3% | -15.6% |
| YTD | +54.0% | +28.2% | +25.8% | +34.5% |
| 1Y | +50.8% | +35.9% | +14.9% | +28.1% |
| 3Y | +677.3% | +67.7% | +609.6% | +500.7% |
| 5Y | +28.7% | +77.9% | -49.2% | -3.3% |
| 10Y | +339.9% | +338.7% | +1.2% | +168.9% |
| All | +339.9% | +343.2% | -3.3% | +168.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling