+11.7%
AMZN vs SMCI
-9.5%
+21.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.3% | -5.3% | +1.5% |
| 7D | -0.7% | +1.3% | -2.0% | -0.8% |
| 30D | -3.9% | +6.6% | -10.5% | -4.4% |
| 3M | +6.3% | +25.4% | -19.1% | +3.9% |
| 6M | +20.8% | +26.1% | -5.4% | +14.7% |
| YTD | +11.2% | +37.0% | -25.8% | +4.4% |
| 1Y | +11.7% | -8.8% | +20.4% | +16.9% |
| All | +11.7% | -9.5% | +21.1% | +16.9% |
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