+699.7%
SMTC vs BAM
+85.6%
+614.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | +11.0% | -2.7% | +13.7% | +13.3% |
| 30D | -28.5% | +15.5% | -44.0% | -37.0% |
| 3M | -14.2% | -6.9% | -7.4% | -10.8% |
| 6M | -18.0% | +9.9% | -27.9% | -27.5% |
| YTD | +55.5% | +1.4% | +54.1% | +46.1% |
| 1Y | +69.5% | +3.3% | +66.3% | +56.5% |
| 3Y | +699.7% | +83.6% | +616.0% | +329.4% |
| All | +699.7% | +85.6% | +614.1% | +329.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling