+3,323.6%
SMTC vs AEE
+816.1%
+2,507.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.2% | +9.7% | +9.9% |
| 7D | +22.9% | +0.6% | +22.3% | +22.7% |
| 30D | +16.6% | -1.9% | +18.6% | +17.6% |
| 3M | +2.4% | +0.3% | +2.1% | +1.7% |
| 6M | +98.3% | -3.0% | +101.2% | +99.4% |
| YTD | +120.7% | +8.4% | +112.3% | +112.4% |
| 1Y | +168.3% | +9.8% | +158.5% | +156.5% |
| 3Y | +571.7% | +47.4% | +524.3% | +466.3% |
| 5Y | +114.0% | +38.9% | +75.1% | +82.1% |
| 10Y | +497.0% | +183.7% | +313.3% | +280.5% |
| All | +3,323.6% | +816.1% | +2,507.5% | +1,609.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling