+340.7%
SMTC vs AMBA
-0.9%
+341.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.5% | -3.3% |
| 7D | +11.0% | +2.7% | +8.3% | +10.0% |
| 30D | -28.5% | -2.2% | -26.3% | -26.6% |
| 3M | -14.2% | -26.6% | +12.4% | +0.6% |
| 6M | -18.0% | -26.8% | +8.8% | -6.6% |
| YTD | +55.5% | -15.1% | +70.6% | +62.9% |
| 1Y | +69.5% | -32.3% | +101.8% | +94.9% |
| 3Y | +699.7% | +19.8% | +679.8% | +584.3% |
| 5Y | +27.4% | -69.2% | +96.6% | +72.2% |
| All | +340.7% | -0.9% | +341.6% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling