+299.3%
SMTC vs AMRZ
-19.2%
+318.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.2% |
| 7D | +22.5% | -4.7% | +27.1% | +23.3% |
| 30D | +24.9% | -11.3% | +36.2% | +27.4% |
| 3M | +4.1% | -22.1% | +26.1% | +8.8% |
| 6M | +92.6% | -29.6% | +122.1% | +106.3% |
| YTD | +122.5% | -23.3% | +145.8% | +131.9% |
| 1Y | +166.2% | -23.7% | +190.0% | +176.0% |
| All | +299.3% | -19.2% | +318.5% | +303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling