+3,460.1%
SMTC vs AEIS
+1,985.6%
+1,474.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.1% | -2.3% |
| 7D | +11.0% | +11.5% | -0.5% | +6.3% |
| 30D | -28.5% | -15.8% | -12.7% | -21.5% |
| 3M | -14.2% | -33.3% | +19.1% | +5.3% |
| 6M | -18.0% | -35.2% | +17.2% | +3.3% |
| YTD | +55.5% | +5.0% | +50.5% | +58.0% |
| 1Y | +69.5% | +8.5% | +61.1% | +70.5% |
| 3Y | +699.7% | +152.9% | +546.8% | +486.3% |
| 5Y | +27.4% | +144.6% | -117.2% | -3.2% |
| 10Y | +335.7% | +337.1% | -1.4% | +153.3% |
| All | +3,460.1% | +1,985.6% | +1,474.5% | +600.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling