+142.7%
AMAT vs SMCI
+11.6%
+131.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.2% | -2.0% | +3.1% |
| 7D | -14.7% | -12.7% | -2.0% | -12.5% |
| 30D | -36.1% | -36.0% | -0.1% | -30.8% |
| 3M | -36.9% | -2.1% | -34.7% | -36.8% |
| 6M | -22.2% | -17.0% | -5.2% | -21.2% |
| YTD | +29.9% | -1.7% | +31.7% | +25.1% |
| 1Y | +43.3% | -28.7% | +72.0% | +44.7% |
| 3Y | +142.7% | +13.9% | +128.8% | +109.7% |
| All | +142.7% | +11.6% | +131.1% | +109.7% |
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