+264.6%
AMD vs SMTC
+26.3%
+238.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -7.0% |
| 7D | +18.9% | +11.0% | +7.9% | +13.8% |
| 30D | -6.4% | -28.5% | +22.1% | +7.5% |
| 3M | +10.6% | -14.2% | +24.8% | +15.4% |
| 6M | +19.9% | -18.0% | +37.9% | +26.8% |
| YTD | +149.4% | +55.5% | +93.9% | +103.3% |
| 1Y | +115.4% | +69.5% | +45.8% | +69.4% |
| 3Y | +357.3% | +699.7% | -342.4% | +39.5% |
| All | +264.6% | +26.3% | +238.3% | +308.8% |
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