+405.5%
EWY vs SMCI
+4,298.9%
-3,893.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.0% |
| 7D | +6.7% | +5.2% | +1.4% | +5.7% |
| 30D | +17.0% | +23.7% | -6.8% | +12.4% |
| 3M | +3.7% | -4.2% | +7.9% | +2.8% |
| 6M | +42.5% | +21.7% | +20.8% | +33.6% |
| YTD | +96.2% | +33.0% | +63.2% | +80.3% |
| 1Y | +160.4% | -9.3% | +169.7% | +153.0% |
| 3Y | +231.7% | +38.7% | +193.0% | +142.9% |
| 5Y | +153.3% | +967.2% | -813.9% | +9.6% |
| 10Y | +308.8% | +1,745.9% | -1,437.1% | +39.2% |
| All | +405.5% | +4,298.9% | -3,893.4% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling