+4,494.6%
SMTC vs AEIS
+2,566.8%
+1,927.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.4% | +6.8% | +8.2% |
| 7D | +12.7% | +3.0% | +9.8% | +11.4% |
| 30D | +22.0% | -14.6% | +36.6% | +31.5% |
| 3M | -12.7% | -12.4% | -0.2% | -5.7% |
| 6M | +64.8% | -15.0% | +79.7% | +78.9% |
| YTD | +100.7% | +34.3% | +66.4% | +79.1% |
| 1Y | +146.9% | +87.4% | +59.5% | +91.1% |
| 3Y | +456.8% | +139.8% | +317.0% | +306.7% |
| 5Y | +89.2% | +220.7% | -131.5% | +24.7% |
| 10Y | +426.9% | +531.6% | -104.7% | +156.8% |
| All | +4,494.6% | +2,566.8% | +1,927.8% | +693.5% |
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 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