+146.9%
SMTC vs LBRT
+100.7%
+46.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.0% | +8.2% | +9.0% |
| 7D | +12.7% | +8.3% | +4.5% | +10.7% |
| 30D | +22.0% | +6.1% | +15.8% | +20.8% |
| 3M | -12.7% | -34.8% | +22.1% | -7.2% |
| 6M | +64.8% | -24.8% | +89.6% | +70.8% |
| YTD | +100.7% | +12.2% | +88.5% | +99.1% |
| 1Y | +146.9% | +94.0% | +52.9% | +170.1% |
| All | +146.9% | +100.7% | +46.2% | +170.1% |
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