-6.8%
AVGO vs SMCI
-39.1%
+32.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.7% | +3.7% | -0.8% |
| 7D | -7.5% | -17.3% | +9.9% | -3.7% |
| 30D | -10.2% | -31.5% | +21.3% | -3.0% |
| 3M | -22.0% | -6.6% | -15.4% | -21.6% |
| 6M | -21.6% | +6.0% | -27.6% | -24.3% |
| YTD | -5.4% | +1.1% | -6.6% | -11.7% |
| 1Y | -6.8% | -37.6% | +30.7% | +0.5% |
| All | -6.8% | -39.1% | +32.3% | +0.5% |
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 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