+58.5%
AMAT vs SMTC
+57.1%
+1.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +12.8% | -1.5% | +4.9% |
| 7D | -1.1% | -4.8% | +3.8% | +0.6% |
| 30D | -26.9% | -37.8% | +10.9% | -9.3% |
| 3M | -31.2% | -16.5% | -14.7% | -28.7% |
| 6M | -14.7% | -4.4% | -10.3% | -17.3% |
| YTD | +44.7% | +58.0% | -13.3% | +8.2% |
| All | +58.5% | +57.1% | +1.4% | +19.1% |
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