-80.6%
AMC vs SMTC
+463.0%
-543.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +9.2% | -4.9% | +3.3% |
| 7D | +2.3% | +12.7% | -10.4% | +1.0% |
| 30D | -0.7% | +22.0% | -22.7% | -3.4% |
| 3M | +35.2% | -12.7% | +47.9% | +36.0% |
| 6M | +124.6% | +64.8% | +59.8% | +102.8% |
| YTD | +69.9% | +100.7% | -30.8% | +48.6% |
| 1Y | -2.6% | +146.9% | -149.5% | -17.5% |
| All | -80.6% | +463.0% | -543.5% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling