+29.9%
AAPL vs SMCI
-39.1%
+69.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.7% | +11.0% | +5.4% |
| 7D | +1.7% | -17.3% | +19.0% | +2.1% |
| 30D | +5.0% | -31.5% | +36.5% | +5.9% |
| 3M | +13.1% | -6.6% | +19.7% | +12.9% |
| 6M | +26.5% | +6.0% | +20.5% | +24.9% |
| YTD | +28.9% | +1.1% | +27.8% | +26.7% |
| 1Y | +29.9% | -37.6% | +67.5% | +31.9% |
| All | +29.9% | -39.1% | +69.0% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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