-91.1%
AMIX vs SMTC
+63.0%
-154.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +3.4% |
| 7D | -9.9% | +11.0% | -20.9% | -17.0% |
| 30D | -52.8% | -28.5% | -24.3% | -45.0% |
| 3M | -80.0% | -14.2% | -65.8% | -81.5% |
| 6M | -80.2% | -18.0% | -62.2% | -81.6% |
| YTD | -88.1% | +55.5% | -143.6% | -89.7% |
| 1Y | -91.1% | +69.5% | -160.6% | -92.5% |
| All | -91.1% | +63.0% | -154.1% | -92.5% |
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