+841.4%
SMTC vs AMP
+2,123.7%
-1,282.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.8% | +10.0% | +9.6% |
| 7D | +12.7% | +0.2% | +12.5% | +12.6% |
| 30D | +22.0% | -0.1% | +22.1% | +21.7% |
| 3M | -12.7% | +23.6% | -36.2% | -22.0% |
| 6M | +64.8% | +20.4% | +44.4% | +48.5% |
| YTD | +100.7% | +15.4% | +85.3% | +83.7% |
| 1Y | +146.9% | +11.0% | +135.9% | +129.7% |
| 3Y | +456.8% | +70.5% | +386.3% | +333.1% |
| 5Y | +89.2% | +121.4% | -32.1% | +30.9% |
| 10Y | +426.9% | +575.6% | -148.7% | +121.8% |
| All | +841.4% | +2,123.7% | -1,282.4% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 all: compounded portfolio wealth divided by compounded AMP 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…
all analysis · Full analysis span regression · 6 months rolling