-57.7%
AMC vs SMTC
+732.3%
-790.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.3% | -1.8% |
| 7D | +8.4% | +30.5% | -22.0% | +5.3% |
| 30D | +9.2% | -30.9% | +40.0% | +12.4% |
| 3M | +32.0% | -14.7% | +46.7% | +31.7% |
| 6M | +149.3% | -9.6% | +158.8% | +142.5% |
| YTD | +114.1% | +62.1% | +52.0% | +88.3% |
| 1Y | +35.8% | +66.6% | -30.8% | +18.8% |
| All | -57.7% | +732.3% | -790.1% | -78.3% |
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 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