+252.9%
AMD vs SMTC
+26.9%
+225.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +2.4% |
| 7D | +6.5% | -10.9% | +17.4% | +11.7% |
| 30D | -15.3% | -39.4% | +24.1% | +4.2% |
| 3M | +9.7% | -13.5% | +23.3% | +14.0% |
| 6M | +13.2% | -6.8% | +20.0% | +13.5% |
| YTD | +140.6% | +54.0% | +86.6% | +97.1% |
| 1Y | +111.2% | +50.8% | +60.4% | +73.8% |
| 3Y | +334.4% | +677.3% | -342.9% | +34.5% |
| All | +252.9% | +26.9% | +225.9% | +298.9% |
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 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