+94.3%
AG vs SMTC
+156.5%
-62.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -1.9% | -4.0% |
| 7D | -5.8% | +17.5% | -23.3% | -10.6% |
| 30D | +6.4% | +21.3% | -14.9% | -1.1% |
| 3M | +28.4% | +3.1% | +25.2% | +23.2% |
| 6M | -24.5% | +81.7% | -106.2% | -42.1% |
| YTD | +21.2% | +115.9% | -94.8% | -12.6% |
| All | +94.3% | +156.5% | -62.2% | +39.3% |
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