+146.9%
SMTC vs AGI
+17.6%
+129.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.9% | +11.1% | +9.7% |
| 7D | +12.7% | +0.6% | +12.1% | +12.4% |
| 30D | +22.0% | +18.2% | +3.7% | +16.2% |
| 3M | -12.7% | -4.1% | -8.5% | -12.3% |
| 6M | +64.8% | -28.7% | +93.5% | +77.0% |
| YTD | +100.7% | -4.0% | +104.7% | +100.3% |
| 1Y | +146.9% | +17.4% | +129.5% | +130.9% |
| All | +146.9% | +17.6% | +129.3% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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