+1,370.8%
AMAT vs SMTC
+334.8%
+1,036.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.7% |
| 7D | -2.5% | -10.9% | +8.5% | +2.4% |
| 30D | -26.5% | -39.4% | +12.9% | -8.6% |
| 3M | -28.6% | -13.5% | -15.0% | -26.7% |
| 6M | -14.2% | -6.8% | -7.4% | -15.7% |
| YTD | +45.5% | +54.0% | -8.5% | +11.3% |
| 1Y | +59.3% | +50.8% | +8.6% | +22.4% |
| 3Y | +153.1% | +677.3% | -524.2% | -39.3% |
| 5Y | +158.2% | +28.7% | +129.4% | +74.5% |
| 10Y | +1,370.8% | +339.9% | +1,030.9% | +430.0% |
| All | +1,370.8% | +334.8% | +1,036.0% | +430.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling