+66.6%
SMTC vs AMRZ
-16.9%
+83.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.4% |
| 7D | +30.5% | -4.0% | +34.5% | +30.9% |
| 30D | -30.9% | +12.4% | -43.3% | -32.0% |
| 3M | -14.7% | -11.5% | -3.2% | -12.4% |
| 6M | -9.6% | -21.6% | +12.0% | -5.3% |
| YTD | +62.1% | -23.4% | +85.5% | +66.4% |
| 1Y | +66.6% | -17.2% | +83.7% | +63.7% |
| All | +66.6% | -16.9% | +83.5% | +63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling