+6.7%
AMZN vs SMCI
-39.1%
+45.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.7% | +11.8% | +6.5% |
| 7D | +4.5% | -17.3% | +21.8% | +5.8% |
| 30D | +5.8% | -31.5% | +37.3% | +8.2% |
| 3M | -4.1% | -6.6% | +2.5% | -3.9% |
| 6M | -2.2% | +6.0% | -8.2% | -4.5% |
| YTD | +15.3% | +1.1% | +14.1% | +11.8% |
| 1Y | +6.7% | -37.6% | +44.3% | +9.2% |
| All | +6.7% | -39.1% | +45.8% | +9.2% |
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 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