-49.5%
ORCL vs SMCI
-39.1%
-10.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.8% | -0.5% |
| 7D | -14.4% | -17.3% | +2.9% | -10.2% |
| 30D | -12.8% | -31.5% | +18.6% | -4.7% |
| 3M | -14.8% | -6.6% | -8.2% | -13.4% |
| 6M | -30.9% | +6.0% | -36.9% | -33.2% |
| YTD | -35.7% | +1.1% | -36.8% | -39.4% |
| 1Y | -49.5% | -37.6% | -11.9% | -45.2% |
| All | -49.5% | -39.1% | -10.3% | -45.2% |
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