+169.3%
AMD vs SMTC
+0.6%
+168.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -17.5% | +0.2% | -9.8% |
| 7D | -28.6% | -35.0% | +6.4% | -14.2% |
| 30D | -37.7% | -53.6% | +15.9% | -14.4% |
| 3M | -16.1% | -24.5% | +8.4% | -8.1% |
| 6M | +13.8% | -19.0% | +32.8% | +21.5% |
| YTD | +88.8% | +24.2% | +64.6% | +69.2% |
| 1Y | +57.8% | +35.6% | +22.2% | +36.0% |
| 3Y | +260.3% | +521.9% | -261.6% | +21.7% |
| All | +169.3% | +0.6% | +168.7% | +239.3% |
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 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