+17.0%
CDNS vs SMTC
+565.9%
-548.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -7.2% | +22.5% | -29.7% | -11.1% |
| 30D | -14.3% | +24.9% | -39.1% | -18.7% |
| 3M | -27.2% | +4.1% | -31.3% | -29.4% |
| 6M | -4.5% | +92.6% | -97.1% | -19.6% |
| YTD | -9.0% | +122.5% | -131.4% | -25.9% |
| 1Y | -21.3% | +166.2% | -187.6% | -38.9% |
| All | +17.0% | +565.9% | -548.9% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling