-99.9%
AMIX vs SMTC
+452.5%
-552.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.5% | +11.4% | +9.5% |
| 7D | +11.4% | -10.9% | +22.4% | +14.3% |
| 30D | -40.5% | -39.4% | -1.1% | -32.6% |
| 3M | -80.1% | -13.5% | -66.5% | -80.2% |
| 6M | -74.8% | -6.8% | -68.0% | -74.8% |
| YTD | -84.0% | +54.0% | -138.0% | -84.6% |
| 1Y | -89.7% | +50.8% | -140.5% | -90.1% |
| All | -99.9% | +452.5% | -552.4% | -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 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