+497.0%
SMTC vs RBA
+182.6%
+314.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.0% | +11.9% | +10.8% |
| 7D | +22.9% | -1.1% | +24.0% | +23.4% |
| 30D | +16.6% | -13.2% | +29.9% | +22.9% |
| 3M | +2.4% | -21.4% | +23.8% | +11.4% |
| 6M | +98.3% | -20.9% | +119.1% | +115.2% |
| YTD | +120.7% | -19.9% | +140.5% | +136.6% |
| 1Y | +168.3% | -28.7% | +196.9% | +201.8% |
| 3Y | +571.7% | +27.4% | +544.3% | +487.0% |
| 5Y | +114.0% | +41.7% | +72.3% | +72.7% |
| 10Y | +497.0% | +189.6% | +307.4% | +248.0% |
| All | +497.0% | +182.6% | +314.4% | +248.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling