+69.5%
SMTC vs DRI
+34.4%
+35.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.4% | -3.9% |
| 7D | +11.0% | +1.1% | +10.0% | +11.3% |
| 30D | -28.5% | +9.7% | -38.2% | -26.4% |
| 3M | -14.2% | +3.2% | -17.4% | -11.7% |
| 6M | -18.0% | +20.6% | -38.6% | -17.0% |
| YTD | +55.5% | +28.3% | +27.3% | +55.6% |
| 1Y | +69.5% | +34.5% | +35.0% | +65.6% |
| All | +69.5% | +34.4% | +35.1% | +65.6% |
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