+146.9%
SMTC vs SBAC
-3.2%
+150.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.1% | +10.3% | +9.1% |
| 7D | +12.7% | -0.8% | +13.5% | +12.7% |
| 30D | +22.0% | +6.9% | +15.0% | +22.4% |
| 3M | -12.7% | -8.2% | -4.4% | -11.6% |
| 6M | +64.8% | -1.6% | +66.4% | +62.9% |
| YTD | +100.7% | -0.1% | +100.8% | +101.7% |
| 1Y | +146.9% | -0.5% | +147.3% | +150.7% |
| All | +146.9% | -3.2% | +150.1% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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