+10.2%
AMT vs SMTC
+53.1%
-42.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.3% | +0.6% |
| 7D | +1.6% | -10.9% | +12.6% | +1.3% |
| 30D | +4.5% | -39.4% | +43.9% | +2.7% |
| 3M | +13.8% | -13.5% | +27.3% | +13.8% |
| 6M | +10.0% | -6.8% | +16.9% | +9.7% |
| YTD | +11.8% | +54.0% | -42.3% | +11.1% |
| 1Y | +10.2% | +50.8% | -40.5% | +10.0% |
| All | +10.2% | +53.1% | -42.9% | +10.0% |
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