-2.7%
SMCI vs ACN
-24.8%
+22.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.3% | +7.9% | +4.1% |
| 7D | +6.8% | -1.5% | +8.3% | +6.6% |
| 30D | +30.6% | +9.4% | +21.2% | +32.2% |
| 3M | -15.6% | +5.6% | -21.2% | -9.2% |
| 6M | +21.3% | -9.3% | +30.5% | +33.5% |
| YTD | +35.3% | -29.0% | +64.2% | +56.9% |
| 1Y | -2.7% | -24.7% | +21.9% | +13.1% |
| All | -2.7% | -24.8% | +22.0% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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