+641.7%
AMZN vs SMTC
+333.2%
+308.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.6% |
| 7D | +2.8% | +11.0% | -8.2% | +0.2% |
| 30D | +5.0% | -28.5% | +33.4% | +10.9% |
| 3M | +0.6% | -14.2% | +14.8% | +0.2% |
| 6M | -1.3% | -18.0% | +16.7% | -3.6% |
| YTD | +15.5% | +55.5% | -40.0% | -5.6% |
| 1Y | +12.2% | +69.5% | -57.3% | -10.6% |
| 3Y | +87.0% | +699.7% | -612.6% | -17.2% |
| 5Y | +51.3% | +27.4% | +23.9% | +14.4% |
| All | +641.7% | +333.2% | +308.4% | +289.5% |
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