+146.9%
SMTC vs CPAY
+29.9%
+117.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.8% | +10.0% | +9.2% |
| 7D | +12.7% | +2.1% | +10.7% | +12.7% |
| 30D | +22.0% | +5.5% | +16.4% | +21.6% |
| 3M | -12.7% | +16.6% | -29.2% | -13.5% |
| 6M | +64.8% | +26.7% | +38.1% | +59.1% |
| YTD | +100.7% | +38.4% | +62.3% | +92.2% |
| 1Y | +146.9% | +30.1% | +116.8% | +113.4% |
| All | +146.9% | +29.9% | +117.0% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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