+72.2%
SMTC vs LBRT
-25.0%
+97.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -11.2% | -1.7% | -7.3% |
| 7D | -24.5% | -25.3% | +0.8% | -12.8% |
| 30D | -42.5% | -32.9% | -9.6% | -30.2% |
| 3M | -14.1% | -33.3% | +19.2% | +5.6% |
| 6M | +3.6% | -61.0% | +64.6% | +45.6% |
| YTD | +50.6% | -28.0% | +78.6% | +61.9% |
| 1Y | +72.2% | -21.5% | +93.7% | +80.9% |
| All | +72.2% | -25.0% | +97.3% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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