+50.8%
SMTC vs DRI
+31.8%
+19.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.7% |
| 7D | -10.9% | +4.2% | -15.2% | -9.5% |
| 30D | -39.4% | +15.7% | -55.1% | -37.2% |
| 3M | -13.5% | +5.8% | -19.3% | -11.0% |
| 6M | -6.8% | +18.4% | -25.3% | -5.6% |
| YTD | +54.0% | +28.2% | +25.8% | +52.1% |
| 1Y | +50.8% | +35.9% | +14.9% | +44.5% |
| All | +50.8% | +31.8% | +19.0% | +44.5% |
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 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