+39.2%
AEM vs SMTC
+154.8%
-115.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.2% | -10.4% | -2.8% |
| 7D | -0.5% | +12.7% | -13.3% | -2.7% |
| 30D | +24.0% | +22.0% | +2.0% | +18.4% |
| 3M | +16.1% | -12.7% | +28.8% | +17.5% |
| 6M | -11.6% | +64.8% | -76.4% | -23.9% |
| YTD | +21.5% | +100.7% | -79.1% | +0.2% |
| 1Y | +39.2% | +146.9% | -107.7% | +11.6% |
| All | +39.2% | +154.8% | -115.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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