+4,419.4%
SMCI vs AMT
+533.2%
+3,886.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +5.0% |
| 7D | +6.8% | -0.2% | +7.0% | +6.8% |
| 30D | +30.6% | +4.6% | +25.9% | +28.1% |
| 3M | -15.6% | -8.4% | -7.1% | -13.4% |
| 6M | +21.3% | -6.0% | +27.3% | +23.2% |
| YTD | +35.3% | +2.1% | +33.1% | +32.1% |
| 1Y | -2.7% | -6.4% | +3.7% | -1.8% |
| 3Y | +40.3% | +8.1% | +32.3% | +25.9% |
| 5Y | +941.8% | -31.9% | +973.8% | +1,034.3% |
| 10Y | +1,687.4% | +97.1% | +1,590.2% | +1,003.1% |
| All | +4,419.4% | +533.2% | +3,886.2% | +1,221.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling