+95.2%
CNC vs SMTC
+548.2%
-453.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.1% |
| 7D | -0.9% | +13.1% | -14.0% | -2.1% |
| 30D | -1.0% | +19.5% | -20.4% | -3.0% |
| 3M | +4.5% | +2.2% | +2.3% | +3.2% |
| 6M | +85.2% | +94.9% | -9.7% | +69.5% |
| YTD | +61.4% | +127.0% | -65.5% | +44.8% |
| 1Y | +94.9% | +174.6% | -79.7% | +70.3% |
| 3Y | 0.0% | +615.9% | -615.9% | -31.5% |
| 5Y | +11.2% | +125.6% | -114.4% | -6.0% |
| All | +95.2% | +548.2% | -453.0% | +24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling