+47.7%
SMTC vs BAM
+2.7%
+45.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.9% | +11.8% | +12.6% |
| 7D | -19.0% | +9.7% | -28.7% | -20.4% |
| 30D | -46.7% | +19.0% | -65.7% | -49.1% |
| 3M | -23.4% | +0.6% | -24.0% | -22.7% |
| 6M | -13.4% | +11.1% | -24.5% | -17.7% |
| YTD | +40.1% | +4.2% | +35.9% | +37.6% |
| 1Y | +47.7% | +3.3% | +44.3% | +46.4% |
| All | +47.7% | +2.7% | +45.0% | +46.4% |
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