+18.9%
IWM vs SMCI
-39.1%
+58.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.7% | +7.2% | +2.0% |
| 7D | +1.0% | -17.3% | +18.3% | +2.7% |
| 30D | +0.2% | -31.5% | +31.7% | +3.6% |
| 3M | -5.6% | -6.6% | +1.0% | -5.7% |
| 6M | +2.7% | +6.0% | -3.3% | -0.8% |
| YTD | +16.2% | +1.1% | +15.0% | +10.9% |
| 1Y | +18.9% | -37.6% | +56.5% | +23.5% |
| All | +18.9% | -39.1% | +58.1% | +23.5% |
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