-99.4%
AMC vs SMTC
+91.8%
-191.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +9.2% | -4.9% | +2.4% |
| 7D | +2.3% | +12.7% | -10.4% | -0.3% |
| 30D | -0.7% | +22.0% | -22.7% | -5.9% |
| 3M | +35.2% | -12.7% | +47.9% | +35.4% |
| 6M | +124.6% | +64.8% | +59.8% | +86.8% |
| YTD | +69.9% | +100.7% | -30.8% | +33.6% |
| 1Y | -2.6% | +146.9% | -149.5% | -28.3% |
| 3Y | -79.8% | +456.8% | -536.6% | -90.9% |
| All | -99.4% | +91.8% | -191.3% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling