+565.7%
AMZN vs SMTC
+548.2%
+17.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +0.8% |
| 7D | -0.7% | +13.1% | -13.8% | -3.5% |
| 30D | -3.9% | +19.5% | -23.4% | -8.7% |
| 3M | +6.3% | +2.2% | +4.1% | +2.5% |
| 6M | +20.8% | +94.9% | -74.1% | -2.6% |
| YTD | +11.2% | +127.0% | -115.7% | -14.3% |
| 1Y | +11.7% | +174.6% | -162.9% | -18.9% |
| 3Y | +79.4% | +615.9% | -536.5% | -14.6% |
| 5Y | +48.0% | +125.6% | -77.6% | -0.8% |
| All | +565.7% | +548.2% | +17.5% | +191.7% |
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