+527.9%
SMTC vs AEIS
+545.5%
-17.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.6% |
| 7D | +22.5% | +6.5% | +16.0% | +17.4% |
| 30D | +24.9% | -9.2% | +34.1% | +35.1% |
| 3M | +4.1% | -8.3% | +12.4% | +12.4% |
| 6M | +92.6% | -6.3% | +98.9% | +101.2% |
| YTD | +122.5% | +36.5% | +86.0% | +76.5% |
| 1Y | +166.2% | +84.8% | +81.5% | +68.8% |
| 3Y | +577.2% | +176.6% | +400.6% | +238.3% |
| 5Y | +119.0% | +237.1% | -118.1% | -3.2% |
| 10Y | +527.9% | +554.7% | -26.8% | +77.4% |
| All | +527.9% | +545.5% | -17.7% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling