+164.3%
INTC vs SMCI
+30.9%
+133.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -4.9% |
| 7D | +9.4% | -1.3% | +10.7% | +9.7% |
| 30D | +2.7% | +18.3% | -15.6% | -0.2% |
| 3M | -6.3% | +27.7% | -34.0% | -10.2% |
| 6M | +114.5% | +17.6% | +96.9% | +103.0% |
| YTD | +171.9% | +27.7% | +144.2% | +154.1% |
| 1Y | +305.0% | -14.9% | +319.9% | +295.5% |
| All | +164.3% | +30.9% | +133.4% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling