+94.6%
SMTC vs RBA
+47.5%
+47.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +8.9% | +9.1% |
| 7D | +12.7% | -2.9% | +15.7% | +14.0% |
| 30D | +22.0% | -12.3% | +34.3% | +27.7% |
| 3M | -12.7% | -20.5% | +7.9% | -5.5% |
| 6M | +64.8% | -18.5% | +83.3% | +76.4% |
| YTD | +100.7% | -18.2% | +118.9% | +113.0% |
| 1Y | +146.9% | -27.5% | +174.4% | +175.5% |
| 3Y | +456.8% | +38.1% | +418.7% | +377.3% |
| All | +94.6% | +47.5% | +47.1% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling