+90.8%
SMTC vs LBRT
+115.1%
-24.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.5% | +7.7% | +8.9% |
| 7D | +12.7% | +8.7% | +4.0% | +10.5% |
| 30D | +22.0% | +6.6% | +15.4% | +20.4% |
| 3M | -12.7% | -34.5% | +21.8% | -4.2% |
| 6M | +64.8% | -24.5% | +89.3% | +73.3% |
| YTD | +100.7% | +12.7% | +88.0% | +92.0% |
| 1Y | +146.9% | +94.8% | +52.1% | +105.6% |
| 3Y | +456.8% | +31.9% | +425.0% | +389.5% |
| All | +90.8% | +115.1% | -24.3% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling