+246.1%
SMTC vs BAM
+86.2%
+159.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.9% | +11.8% | +12.1% |
| 7D | -19.0% | +9.7% | -28.7% | -24.5% |
| 30D | -46.7% | +19.0% | -65.7% | -53.6% |
| 3M | -23.4% | +0.6% | -24.0% | -25.5% |
| 6M | -13.4% | +11.1% | -24.5% | -23.1% |
| YTD | +40.1% | +4.2% | +35.9% | +30.0% |
| 1Y | +47.7% | +3.3% | +44.3% | +38.1% |
| 3Y | +606.9% | +88.8% | +518.2% | +351.9% |
| All | +246.1% | +86.2% | +159.9% | +122.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling