-8.8%
SMCI vs ACI
-32.3%
+23.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.2% | +4.0% | +8.2% |
| 7D | +1.3% | -3.7% | +5.0% | -0.1% |
| 30D | +6.6% | +0.6% | +6.0% | +6.7% |
| 3M | +25.4% | -20.3% | +45.8% | +18.6% |
| 6M | +26.1% | -24.7% | +50.8% | +16.9% |
| YTD | +37.0% | -27.2% | +64.2% | +25.1% |
| 1Y | -8.8% | -32.7% | +24.0% | -18.0% |
| All | -8.8% | -32.3% | +23.6% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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