+30.7%
AMCR vs SMTC
+70.8%
-40.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -12.9% | +16.2% | +3.0% |
| 7D | +6.2% | -24.5% | +30.7% | +5.7% |
| 30D | +16.0% | -42.5% | +58.5% | +15.6% |
| 3M | +4.4% | -14.1% | +18.5% | +3.5% |
| 6M | +35.5% | +3.6% | +31.9% | +31.1% |
| YTD | +21.5% | +50.6% | -29.1% | +15.8% |
| 1Y | +30.7% | +72.2% | -41.5% | +23.9% |
| All | +30.7% | +70.8% | -40.1% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling