-98.1%
AMC vs SMTC
+415.7%
-513.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +9.2% | -4.9% | +2.2% |
| 7D | +2.3% | +12.7% | -10.4% | -0.5% |
| 30D | -0.7% | +22.0% | -22.7% | -6.4% |
| 3M | +35.2% | -12.7% | +47.9% | +35.0% |
| 6M | +124.6% | +64.8% | +59.8% | +86.0% |
| YTD | +69.9% | +100.7% | -30.8% | +33.0% |
| 1Y | -2.6% | +146.9% | -149.5% | -28.6% |
| 3Y | -79.8% | +456.8% | -536.6% | -90.3% |
| 5Y | -99.4% | +89.2% | -188.6% | -99.6% |
| 10Y | -98.9% | +426.9% | -525.7% | -99.5% |
| All | -98.1% | +415.7% | -513.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling