+133.7%
AMT vs SMTC
+334.8%
-201.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.3% | +0.9% |
| 7D | +1.6% | -10.9% | +12.6% | +2.1% |
| 30D | +4.5% | -39.4% | +43.9% | +7.5% |
| 3M | +13.8% | -13.5% | +27.3% | +13.4% |
| 6M | +10.0% | -6.8% | +16.9% | +7.5% |
| YTD | +11.8% | +54.0% | -42.3% | +3.5% |
| 1Y | +10.2% | +50.8% | -40.5% | +2.1% |
| 3Y | +15.1% | +677.3% | -662.2% | -23.0% |
| 5Y | -18.8% | +28.7% | -47.6% | -28.3% |
| 10Y | +133.7% | +339.9% | -206.2% | +48.7% |
| All | +133.7% | +334.8% | -201.1% | +48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling