+51.7%
AMZN vs SMTC
+31.4%
+20.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.3% |
| 7D | +2.8% | +30.5% | -27.7% | -2.2% |
| 30D | +3.4% | -30.9% | +34.3% | +8.9% |
| 3M | +0.1% | -14.7% | +14.7% | 0.0% |
| 6M | +0.6% | -9.6% | +10.2% | -3.1% |
| YTD | +15.9% | +62.1% | -46.2% | -3.0% |
| 1Y | +9.5% | +66.6% | -57.1% | -9.2% |
| 3Y | +86.3% | +718.1% | -631.8% | -9.8% |
| 5Y | +51.7% | +32.8% | +18.9% | +45.1% |
| All | +51.7% | +31.4% | +20.3% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling