+61.4%
AMAT vs SMTC
+70.8%
-9.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -12.9% | +9.6% | +3.0% |
| 7D | -11.2% | -24.5% | +13.3% | +1.3% |
| 30D | -31.9% | -42.5% | +10.6% | -12.1% |
| 3M | -32.3% | -14.1% | -18.3% | -31.4% |
| 6M | -5.4% | +3.6% | -9.0% | -11.0% |
| YTD | +44.3% | +50.6% | -6.3% | +11.8% |
| 1Y | +61.4% | +72.2% | -10.9% | +16.7% |
| All | +61.4% | +70.8% | -9.5% | +16.7% |
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