+57.4%
INTC vs SMCI
-39.1%
+96.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.7% | +1.9% | -1.8% |
| 7D | -39.0% | -17.3% | -21.7% | -34.4% |
| 30D | -49.8% | -31.5% | -18.4% | -42.8% |
| 3M | -42.2% | -6.6% | -35.6% | -40.4% |
| 6M | -39.2% | +6.0% | -45.2% | -41.9% |
| YTD | +57.9% | +1.1% | +56.8% | +48.1% |
| 1Y | +57.4% | -37.6% | +94.9% | +71.6% |
| All | +57.4% | -39.1% | +96.5% | +71.6% |
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 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