+263,909.3%
AMZN vs SMTC
+3,927.6%
+259,981.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.2% | -9.4% | -2.9% |
| 7D | -3.0% | +12.7% | -15.7% | -6.5% |
| 30D | -5.2% | +22.0% | -27.2% | -12.3% |
| 3M | +1.9% | -12.7% | +14.5% | +1.3% |
| 6M | +19.2% | +64.8% | -45.6% | -5.1% |
| YTD | +12.0% | +100.7% | -88.7% | -16.9% |
| 1Y | +9.7% | +146.9% | -137.2% | -24.9% |
| 3Y | +87.2% | +456.8% | -369.7% | -18.4% |
| 5Y | +48.7% | +89.2% | -40.6% | -11.2% |
| 10Y | +569.3% | +426.9% | +142.5% | +153.3% |
| All | +263,909.3% | +3,927.6% | +259,981.7% | +31,962.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling