-0.8%
MSFT vs SMCI
-1.7%
+0.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.6% | -2.4% |
| 7D | -2.7% | +6.8% | -9.5% | -3.2% |
| 30D | +2.7% | +30.6% | -27.9% | +0.5% |
| 3M | +17.0% | -15.6% | +32.5% | +18.2% |
| 6M | +23.8% | +21.3% | +2.6% | +19.1% |
| YTD | +4.0% | +35.3% | -31.3% | -1.4% |
| 1Y | -0.8% | -2.7% | +1.9% | -0.9% |
| All | -0.8% | -1.7% | +0.9% | -0.9% |
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