+90.8%
SMTC vs AMBA
-54.5%
+145.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.8% | +10.0% | +9.6% |
| 7D | +12.7% | -11.0% | +23.7% | +19.4% |
| 30D | +22.0% | -23.2% | +45.1% | +39.6% |
| 3M | -12.7% | -12.7% | 0.0% | -8.8% |
| 6M | +64.8% | +11.2% | +53.6% | +51.1% |
| YTD | +100.7% | -11.2% | +111.9% | +102.0% |
| 1Y | +146.9% | -22.5% | +169.4% | +159.5% |
| 3Y | +456.8% | -1.3% | +458.1% | +395.6% |
| All | +90.8% | -54.5% | +145.3% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling