+44.6%
SMCI vs A
+31.5%
+13.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.7% | +4.6% | +5.7% |
| 7D | +1.3% | -2.6% | +3.9% | +2.9% |
| 30D | +6.6% | -0.9% | +7.5% | +7.3% |
| 3M | +25.4% | +13.6% | +11.8% | +15.9% |
| 6M | +26.1% | +27.8% | -1.7% | +8.8% |
| YTD | +37.0% | +8.6% | +28.4% | +29.2% |
| 1Y | -8.8% | +16.9% | -25.6% | -17.8% |
| 3Y | +44.6% | +32.9% | +11.7% | +24.7% |
| All | +44.6% | +31.5% | +13.1% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling