+168.3%
SMTC vs RBA
-28.4%
+196.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.0% | +11.9% | +10.3% |
| 7D | +22.9% | -1.1% | +24.0% | +23.1% |
| 30D | +16.6% | -13.2% | +29.9% | +20.6% |
| 3M | +2.4% | -21.4% | +23.8% | +8.0% |
| 6M | +98.3% | -20.9% | +119.1% | +107.6% |
| YTD | +120.7% | -19.9% | +140.5% | +129.7% |
| 1Y | +168.3% | -28.7% | +196.9% | +189.7% |
| All | +168.3% | -28.4% | +196.7% | +189.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling