+8,059.4%
SMTC vs DRI
+7,577.6%
+481.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.8% | +9.4% |
| 7D | +12.7% | +0.6% | +12.2% | +12.5% |
| 30D | +22.0% | +3.8% | +18.1% | +20.3% |
| 3M | -12.7% | +13.0% | -25.7% | -17.0% |
| 6M | +64.8% | +8.3% | +56.5% | +58.8% |
| YTD | +100.7% | +20.6% | +80.1% | +85.9% |
| 1Y | +146.9% | +6.5% | +140.4% | +137.7% |
| 3Y | +456.8% | +53.7% | +403.1% | +372.6% |
| 5Y | +89.2% | +72.7% | +16.6% | +54.6% |
| 10Y | +426.9% | +363.2% | +63.7% | +195.2% |
| All | +8,059.4% | +7,577.6% | +481.8% | +1,928.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling