+699.7%
SMTC vs AEE
+65.0%
+634.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.1% |
| 7D | +11.0% | +1.7% | +9.3% | +10.9% |
| 30D | -28.5% | +9.7% | -38.2% | -29.2% |
| 3M | -14.2% | +5.9% | -20.1% | -14.6% |
| 6M | -18.0% | +6.7% | -24.7% | -19.1% |
| YTD | +55.5% | +17.4% | +38.1% | +50.7% |
| 1Y | +69.5% | +12.7% | +56.9% | +65.7% |
| 3Y | +699.7% | +68.2% | +631.4% | +591.5% |
| All | +699.7% | +65.0% | +634.7% | +591.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling