+190.9%
SMTC vs AMRZ
-19.3%
+210.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.4% |
| 7D | +30.5% | -4.0% | +34.5% | +31.0% |
| 30D | -30.9% | +12.4% | -43.3% | -32.1% |
| 3M | -14.7% | -11.5% | -3.2% | -12.6% |
| 6M | -9.6% | -21.6% | +12.0% | -5.6% |
| YTD | +62.1% | -23.4% | +85.5% | +69.5% |
| 1Y | +66.6% | -17.2% | +83.7% | +70.7% |
| All | +190.9% | -19.3% | +210.2% | +194.8% |
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