-8.8%
SMCI vs ACM
-48.8%
+40.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +7.1% |
| 7D | +1.3% | -4.6% | +5.9% | +2.0% |
| 30D | +6.6% | +4.1% | +2.5% | +5.6% |
| 3M | +25.4% | -8.3% | +33.7% | +26.4% |
| 6M | +26.1% | -30.1% | +56.2% | +43.6% |
| YTD | +37.0% | -32.6% | +69.6% | +58.2% |
| 1Y | -8.8% | -49.6% | +40.8% | +19.2% |
| All | -8.8% | -48.8% | +40.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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