+527.9%
SMTC vs SBAC
+78.4%
+449.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | +22.5% | +0.2% | +22.3% | +22.3% |
| 30D | +24.9% | +3.9% | +21.0% | +23.1% |
| 3M | +4.1% | -8.2% | +12.3% | +6.0% |
| 6M | +92.6% | -2.8% | +95.3% | +90.6% |
| YTD | +122.5% | -1.5% | +124.0% | +118.2% |
| 1Y | +166.2% | 0.0% | +166.2% | +159.0% |
| 3Y | +577.2% | -8.4% | +585.6% | +552.7% |
| 5Y | +119.0% | -43.5% | +162.5% | +156.8% |
| 10Y | +527.9% | +86.9% | +441.0% | +447.2% |
| All | +527.9% | +78.4% | +449.5% | +447.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling