+2.2%
CDNS vs SMTC
+63.0%
-60.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | -2.3% |
| 7D | +1.0% | +11.0% | -10.1% | -1.2% |
| 30D | -2.0% | -28.5% | +26.5% | +2.9% |
| 3M | -0.2% | -14.2% | +14.0% | +0.1% |
| 6M | -8.9% | -18.0% | +9.1% | -9.5% |
| YTD | +3.3% | +55.5% | -52.2% | -13.8% |
| 1Y | +2.2% | +69.5% | -67.3% | -16.8% |
| All | +2.2% | +63.0% | -60.8% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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