+3,323.6%
SMTC vs AEE
+822.6%
+2,501.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.0% | +9.0% | +9.6% |
| 7D | +22.9% | +1.3% | +21.6% | +22.4% |
| 30D | +16.6% | -1.2% | +17.9% | +17.3% |
| 3M | +2.4% | +1.0% | +1.4% | +1.5% |
| 6M | +98.3% | -2.3% | +100.5% | +98.9% |
| YTD | +120.7% | +9.1% | +111.5% | +111.9% |
| 1Y | +168.3% | +10.6% | +157.7% | +155.9% |
| 3Y | +571.7% | +48.5% | +523.2% | +464.9% |
| 5Y | +114.0% | +39.9% | +74.1% | +81.7% |
| 10Y | +497.0% | +185.7% | +311.3% | +279.6% |
| All | +3,323.6% | +822.6% | +2,501.0% | +1,605.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling