-99.8%
AMIX vs SMTC
+620.0%
-719.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.2% | -11.1% | -4.6% |
| 7D | -13.7% | +12.7% | -26.5% | -16.9% |
| 30D | -62.1% | +22.0% | -84.0% | -65.0% |
| 3M | -46.2% | -12.7% | -33.5% | -47.5% |
| 6M | -46.4% | +64.8% | -111.2% | -50.1% |
| YTD | -60.3% | +100.7% | -161.0% | -63.6% |
| 1Y | -79.7% | +146.9% | -226.6% | -81.6% |
| All | -99.8% | +620.0% | -719.8% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling