+945.5%
SMCI vs AMT
+136.5%
+809.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -6.6% | +1.5% | -8.1% | -6.9% |
| 30D | -24.9% | +6.8% | -31.7% | -26.5% |
| 3M | -31.4% | +11.2% | -42.6% | -33.7% |
| 6M | -16.0% | +12.5% | -28.5% | -19.8% |
| YTD | -8.2% | +12.5% | -20.7% | -12.4% |
| 1Y | -23.4% | +10.1% | -33.5% | -26.4% |
| 3Y | +5.0% | +16.0% | -11.0% | -5.3% |
| 5Y | +515.0% | -17.2% | +532.2% | +525.5% |
| All | +945.5% | +136.5% | +809.1% | +810.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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