+84.5%
AAPL vs SMCI
+30.9%
+53.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.5% | +3.7% |
| 7D | -0.5% | -1.3% | +0.8% | -0.5% |
| 30D | +7.1% | +18.3% | -11.2% | +6.2% |
| 3M | +12.1% | +27.7% | -15.6% | +10.3% |
| 6M | +25.4% | +17.6% | +7.8% | +22.7% |
| YTD | +20.5% | +27.7% | -7.3% | +17.1% |
| 1Y | +44.5% | -14.9% | +59.4% | +43.1% |
| All | +84.5% | +30.9% | +53.6% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling