+530.1%
SMTC vs CPAY
+155.2%
+375.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +13.1% | -2.0% | +15.0% | +14.2% |
| 30D | +19.5% | -0.4% | +19.8% | +18.8% |
| 3M | +2.2% | +16.4% | -14.1% | -8.3% |
| 6M | +94.9% | +23.5% | +71.4% | +66.8% |
| YTD | +127.0% | +35.7% | +91.3% | +80.2% |
| 1Y | +174.6% | +30.2% | +144.4% | +121.5% |
| 3Y | +615.9% | +49.7% | +566.2% | +441.5% |
| 5Y | +125.6% | +56.6% | +69.0% | +62.9% |
| All | +530.1% | +155.2% | +375.0% | +285.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling