-28.0%
ORCL vs SMCI
-1.7%
-26.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.5% | -1.5% | +2.0% |
| 7D | +5.3% | +6.8% | -1.5% | +3.8% |
| 30D | +10.0% | +30.6% | -20.6% | +3.3% |
| 3M | -32.6% | -15.6% | -17.0% | -31.2% |
| 6M | +4.9% | +21.3% | -16.3% | -4.4% |
| YTD | -17.8% | +35.3% | -53.0% | -28.3% |
| 1Y | -28.0% | -2.7% | -25.3% | -34.3% |
| All | -28.0% | -1.7% | -26.3% | -34.3% |
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