-18.2%
META vs SMCI
-1.6%
-16.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | +6.0% | +9.7% | -3.6% | +5.6% |
| 30D | +3.6% | +29.3% | -25.7% | +2.4% |
| 3M | +4.9% | -8.5% | +13.4% | +6.1% |
| 6M | -4.7% | +28.6% | -33.3% | -8.6% |
| YTD | -6.9% | +37.5% | -44.4% | -11.5% |
| 1Y | -18.2% | +0.5% | -18.7% | -13.9% |
| All | -18.2% | -1.6% | -16.6% | -13.9% |
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