-58.9%
AMC vs SMTC
+698.5%
-757.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -2.3% |
| 7D | +3.5% | +11.0% | -7.5% | +2.3% |
| 30D | +12.5% | -28.5% | +41.0% | +15.5% |
| 3M | +23.6% | -14.2% | +37.8% | +23.2% |
| 6M | +144.4% | -18.0% | +162.4% | +141.0% |
| YTD | +108.3% | +55.5% | +52.8% | +84.0% |
| 1Y | +38.9% | +69.5% | -30.6% | +21.1% |
| 3Y | -58.9% | +699.7% | -758.5% | -78.8% |
| All | -58.9% | +698.5% | -757.4% | -78.8% |
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