+174.6%
SMTC vs AGI
+9.2%
+165.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.9% |
| 7D | +13.1% | -2.7% | +15.8% | +13.8% |
| 30D | +19.5% | +7.2% | +12.2% | +16.8% |
| 3M | +2.2% | +4.3% | -2.0% | -0.4% |
| 6M | +94.9% | -27.1% | +122.0% | +108.7% |
| YTD | +127.0% | -6.6% | +133.6% | +128.1% |
| 1Y | +174.6% | +9.5% | +165.1% | +162.5% |
| All | +174.6% | +9.2% | +165.3% | +162.5% |
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