+69.5%
SMTC vs SBAC
-2.9%
+72.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -3.8% |
| 7D | +11.0% | +0.6% | +10.4% | +11.1% |
| 30D | -28.5% | +5.5% | -34.0% | -27.7% |
| 3M | -14.2% | +3.1% | -17.3% | -13.5% |
| 6M | -18.0% | -7.0% | -11.0% | -16.4% |
| YTD | +55.5% | +0.5% | +55.0% | +59.5% |
| 1Y | +69.5% | +0.2% | +69.3% | +74.5% |
| All | +69.5% | -2.9% | +72.5% | +74.5% |
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