+17.8%
AVGO vs SMCI
-1.7%
+19.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.7% |
| 7D | -3.0% | +6.8% | -9.7% | -4.3% |
| 30D | -14.4% | +30.6% | -45.0% | -19.6% |
| 3M | -14.4% | -15.6% | +1.2% | -13.6% |
| 6M | +13.1% | +21.3% | -8.1% | +3.4% |
| YTD | +3.8% | +35.3% | -31.5% | -8.8% |
| 1Y | +17.8% | -2.7% | +20.5% | +25.0% |
| All | +17.8% | -1.7% | +19.5% | +25.0% |
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