+862.2%
SMTC vs AGI
+5,381.0%
-4,518.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.4% | +11.4% | +10.1% |
| 7D | +22.9% | +4.4% | +18.6% | +22.5% |
| 30D | +16.6% | +10.0% | +6.7% | +15.7% |
| 3M | +2.4% | +1.7% | +0.7% | +2.0% |
| 6M | +98.3% | -26.8% | +125.1% | +102.1% |
| YTD | +120.7% | -5.3% | +126.0% | +120.5% |
| 1Y | +168.3% | +11.5% | +156.8% | +164.9% |
| 3Y | +571.7% | +212.9% | +358.8% | +518.2% |
| 5Y | +114.0% | +388.8% | -274.8% | +91.1% |
| 10Y | +497.0% | +383.6% | +113.4% | +418.2% |
| All | +862.2% | +5,381.0% | -4,518.7% | +648.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling