-79.7%
AMIX vs SMTC
+154.8%
-234.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.2% | -11.1% | -8.5% |
| 7D | -13.7% | +12.7% | -26.5% | -21.5% |
| 30D | -62.1% | +22.0% | -84.0% | -69.7% |
| 3M | -46.2% | -12.7% | -33.5% | -50.7% |
| 6M | -46.4% | +64.8% | -111.2% | -55.1% |
| YTD | -60.3% | +100.7% | -160.9% | -69.2% |
| 1Y | -79.7% | +146.9% | -226.6% | -84.8% |
| All | -79.7% | +154.8% | -234.4% | -84.8% |
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 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