+72.2%
SMTC vs AGI
-1.1%
+73.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +10.8% | -23.7% | -15.4% |
| 7D | -24.5% | -5.3% | -19.2% | -23.3% |
| 30D | -42.5% | -7.1% | -35.3% | -41.2% |
| 3M | -14.1% | +4.4% | -18.5% | -15.7% |
| 6M | +3.6% | -23.0% | +26.6% | +10.2% |
| YTD | +50.6% | -22.0% | +72.6% | +57.3% |
| 1Y | +72.2% | +0.3% | +72.0% | +48.8% |
| All | +72.2% | -1.1% | +73.4% | +48.8% |
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