+76.4%
AMZN vs SMCI
+36.4%
+40.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.5% |
| 7D | -1.0% | +5.2% | -6.2% | -1.4% |
| 30D | -9.2% | +23.7% | -33.0% | -11.0% |
| 3M | +3.4% | -4.2% | +7.6% | +2.5% |
| 6M | +18.2% | +21.7% | -3.5% | +13.3% |
| YTD | +9.3% | +33.0% | -23.7% | +3.6% |
| 1Y | +5.9% | -9.3% | +15.2% | +3.5% |
| All | +76.4% | +36.4% | +40.0% | +42.5% |
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