+72.2%
SMTC vs AME
+21.1%
+51.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.6% | -8.3% | -4.7% |
| 7D | -24.5% | -4.4% | -20.1% | -17.5% |
| 30D | -42.5% | -5.9% | -36.6% | -35.1% |
| 3M | -14.1% | -6.5% | -7.6% | -1.2% |
| 6M | +3.6% | +3.2% | +0.4% | +4.0% |
| YTD | +50.6% | +16.0% | +34.6% | +27.0% |
| 1Y | +72.2% | +20.4% | +51.8% | +39.8% |
| All | +72.2% | +21.1% | +51.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling