+9.7%
AMZN vs SMCI
-1.7%
+11.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -0.4% |
| 7D | -3.0% | +6.8% | -9.7% | -3.4% |
| 30D | -5.2% | +30.6% | -35.8% | -7.1% |
| 3M | +1.9% | -15.6% | +17.4% | +2.9% |
| 6M | +19.2% | +21.3% | -2.0% | +13.8% |
| YTD | +12.0% | +35.3% | -23.3% | +5.3% |
| 1Y | +9.7% | -2.7% | +12.4% | +14.7% |
| All | +9.7% | -1.7% | +11.4% | +14.7% |
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 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