+339.9%
SMTC vs AMBA
+4.3%
+335.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -1.5% |
| 7D | -10.9% | -2.6% | -8.3% | -8.8% |
| 30D | -39.4% | -10.5% | -28.9% | -35.0% |
| 3M | -13.5% | -26.4% | +12.9% | +1.2% |
| 6M | -6.8% | -20.9% | +14.1% | +2.3% |
| YTD | +54.0% | -14.8% | +68.8% | +60.7% |
| 1Y | +50.8% | -36.1% | +86.9% | +77.9% |
| 3Y | +677.3% | +20.2% | +657.1% | +562.8% |
| 5Y | +28.7% | -67.2% | +96.0% | +69.1% |
| 10Y | +339.9% | +5.0% | +334.9% | +191.5% |
| All | +339.9% | +4.3% | +335.5% | +191.5% |
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