+351.4%
SMTC vs AMBA
+12.8%
+338.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +5.3% | +7.6% | +10.2% |
| 7D | -4.8% | 0.0% | -4.8% | -3.8% |
| 30D | -37.8% | -8.6% | -29.2% | -34.0% |
| 3M | -16.5% | -29.0% | +12.5% | -0.6% |
| 6M | -4.4% | -19.2% | +14.8% | +3.9% |
| YTD | +58.0% | -13.0% | +71.0% | +63.2% |
| 1Y | +62.0% | -31.3% | +93.3% | +84.6% |
| 3Y | +745.7% | +28.1% | +717.5% | +600.9% |
| 5Y | +29.0% | -69.4% | +98.5% | +73.9% |
| 10Y | +351.4% | +7.6% | +343.7% | +196.1% |
| All | +351.4% | +12.8% | +338.5% | +196.1% |
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