+114.0%
SMTC vs SBAC
-43.9%
+158.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.4% | +10.4% | +10.0% |
| 7D | +22.9% | -0.1% | +23.0% | +22.9% |
| 30D | +16.6% | +3.2% | +13.4% | +15.7% |
| 3M | +2.4% | -5.1% | +7.5% | +3.2% |
| 6M | +98.3% | -2.1% | +100.4% | +97.0% |
| YTD | +120.7% | -0.5% | +121.2% | +117.6% |
| 1Y | +168.3% | +1.1% | +167.1% | +162.8% |
| 3Y | +571.7% | -7.4% | +579.1% | +548.8% |
| 5Y | +114.0% | -44.3% | +158.3% | +161.6% |
| All | +114.0% | -43.9% | +158.0% | +161.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling