+146.9%
SMTC vs CNI
+29.8%
+117.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.1% | +9.2% |
| 7D | +12.7% | -2.1% | +14.8% | +13.5% |
| 30D | +22.0% | -3.3% | +25.2% | +23.3% |
| 3M | -12.7% | +3.8% | -16.5% | -14.9% |
| 6M | +64.8% | +12.7% | +52.1% | +50.7% |
| YTD | +100.7% | +26.3% | +74.4% | +81.0% |
| 1Y | +146.9% | +29.9% | +117.0% | +123.9% |
| All | +146.9% | +29.8% | +117.1% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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