+3,119.8%
AEM vs SMTC
+48,791.7%
-45,671.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.2% |
| 7D | -6.8% | +11.0% | -17.9% | -7.2% |
| 30D | +0.8% | -28.5% | +29.3% | +1.7% |
| 3M | -0.8% | -14.2% | +13.4% | -0.8% |
| 6M | -8.5% | -18.0% | +9.5% | -8.5% |
| YTD | +5.9% | +55.5% | -49.6% | +3.8% |
| 1Y | +6.6% | +69.5% | -62.9% | +4.2% |
| 3Y | +302.2% | +699.7% | -397.5% | +273.1% |
| 5Y | +250.8% | +27.4% | +223.4% | +236.7% |
| 10Y | +406.1% | +335.7% | +70.4% | +370.9% |
| All | +3,119.8% | +48,791.7% | -45,671.9% | +3,107.4% |
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