+287.6%
SMTC vs AMRZ
-20.3%
+307.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.7% |
| 7D | +17.5% | -8.1% | +25.6% | +19.2% |
| 30D | +21.3% | -14.8% | +36.1% | +24.8% |
| 3M | +3.1% | -19.7% | +22.9% | +6.7% |
| 6M | +81.7% | -30.8% | +112.5% | +95.3% |
| YTD | +115.9% | -24.3% | +140.2% | +125.6% |
| 1Y | +157.8% | -24.0% | +181.9% | +167.4% |
| All | +287.6% | -20.3% | +307.8% | +292.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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