+54.7%
SMTC vs BAM
+5.0%
+49.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.3% | +10.5% | +12.3% |
| 7D | -4.8% | +5.3% | -10.1% | -5.4% |
| 30D | -37.8% | +18.1% | -55.9% | -40.1% |
| 3M | -16.5% | +4.2% | -20.7% | -16.6% |
| 6M | -4.4% | +11.1% | -15.5% | -8.0% |
| YTD | +58.0% | +6.6% | +51.4% | +54.4% |
| All | +54.7% | +5.0% | +49.7% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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