+69.5%
SMTC vs AEIS
+4.7%
+64.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.1% | -0.5% |
| 7D | +11.0% | +11.5% | -0.5% | +1.4% |
| 30D | -28.5% | -15.8% | -12.7% | -16.1% |
| 3M | -14.2% | -33.3% | +19.1% | +22.7% |
| 6M | -18.0% | -35.2% | +17.2% | +19.7% |
| YTD | +55.5% | +5.0% | +50.5% | +45.5% |
| 1Y | +69.5% | +8.5% | +61.1% | +52.5% |
| All | +69.5% | +4.7% | +64.9% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling