-98.7%
AMC vs SMTC
+365.8%
-464.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +12.8% | -4.5% | +5.5% |
| 7D | +6.6% | -4.8% | +11.4% | +7.1% |
| 30D | +14.1% | -37.8% | +51.9% | +24.6% |
| 3M | +31.3% | -16.5% | +47.7% | +31.9% |
| 6M | +126.7% | -4.4% | +131.1% | +111.7% |
| YTD | +117.9% | +58.0% | +59.9% | +76.2% |
| 1Y | +41.1% | +62.0% | -20.9% | +13.0% |
| 3Y | -61.0% | +745.7% | -806.6% | -84.3% |
| 5Y | -99.1% | +29.0% | -128.2% | -99.4% |
| 10Y | -98.7% | +351.4% | -450.0% | -99.3% |
| All | -98.7% | +365.8% | -464.5% | -99.3% |
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 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