+72.2%
SMTC vs AEE
+13.9%
+58.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.5% | -15.4% | -12.3% |
| 7D | -24.5% | +4.7% | -29.2% | -23.8% |
| 30D | -42.5% | +13.4% | -55.9% | -42.1% |
| 3M | -14.1% | +4.1% | -18.2% | -13.4% |
| 6M | +3.6% | +2.0% | +1.6% | +3.3% |
| YTD | +50.6% | +15.6% | +35.0% | +47.8% |
| 1Y | +72.2% | +14.1% | +58.1% | +70.5% |
| All | +72.2% | +13.9% | +58.4% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling