+44.6%
GOOG vs SMCI
-1.7%
+46.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.6% | -1.2% |
| 7D | -2.1% | +6.8% | -8.9% | -2.4% |
| 30D | -6.8% | +30.6% | -37.4% | -8.0% |
| 3M | -9.1% | -15.6% | +6.5% | -8.1% |
| 6M | +10.7% | +21.3% | -10.5% | +6.7% |
| YTD | +7.1% | +35.3% | -28.2% | +2.4% |
| 1Y | +44.6% | -2.7% | +47.4% | +40.4% |
| All | +44.6% | -1.7% | +46.3% | +40.4% |
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