-99.9%
AMIX vs SMTC
+402.5%
-502.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.7% | -12.7% | -3.6% |
| 7D | -16.0% | -19.0% | +3.0% | -11.6% |
| 30D | -55.4% | -46.7% | -8.7% | -47.5% |
| 3M | -87.5% | -23.4% | -64.1% | -87.1% |
| 6M | -81.2% | -13.4% | -67.8% | -80.7% |
| YTD | -86.8% | +40.1% | -126.9% | -87.0% |
| 1Y | -91.6% | +47.7% | -139.3% | -91.7% |
| All | -99.9% | +402.5% | -502.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling