+3,594.0%
AEM vs SMTC
+62,999.7%
-59,405.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.2% | -10.4% | -1.5% |
| 7D | -0.5% | +12.7% | -13.3% | -0.9% |
| 30D | +24.0% | +22.0% | +2.0% | +23.1% |
| 3M | +16.1% | -12.7% | +28.8% | +16.2% |
| 6M | -11.6% | +64.8% | -76.4% | -13.3% |
| YTD | +21.5% | +100.7% | -79.1% | +18.5% |
| 1Y | +39.2% | +146.9% | -107.7% | +34.8% |
| 3Y | +347.4% | +456.8% | -109.4% | +318.5% |
| 5Y | +290.1% | +89.2% | +200.9% | +271.5% |
| 10Y | +357.8% | +426.9% | -69.1% | +324.4% |
| All | +3,594.0% | +62,999.7% | -59,405.8% | +3,561.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling