+601.8%
SMTC vs AEE
+48.1%
+553.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | +22.5% | +1.1% | +21.4% | +22.2% |
| 30D | +24.9% | 0.0% | +24.9% | +24.9% |
| 3M | +4.1% | -0.9% | +5.0% | +3.4% |
| 6M | +92.6% | -2.4% | +95.0% | +92.1% |
| YTD | +122.5% | +8.6% | +113.8% | +115.4% |
| 1Y | +166.2% | +10.2% | +156.1% | +156.5% |
| All | +601.8% | +48.1% | +553.7% | +495.0% |
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