+702.5%
SMTC vs AHR
+360.2%
+342.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.5% | -3.1% |
| 7D | +17.5% | -3.0% | +20.6% | +18.8% |
| 30D | +21.3% | +2.6% | +18.7% | +20.0% |
| 3M | +3.1% | +16.0% | -12.9% | -5.4% |
| 6M | +81.7% | +3.1% | +78.6% | +76.1% |
| YTD | +115.9% | +16.0% | +99.9% | +95.1% |
| 1Y | +157.8% | +28.0% | +129.9% | +118.5% |
| All | +702.5% | +360.2% | +342.3% | +336.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling