-37.6%
SMCI vs ACWI
+14.9%
-52.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.7% | -7.4% | -11.8% |
| 7D | -17.3% | -0.5% | -16.9% | -16.2% |
| 30D | -31.5% | -1.6% | -29.8% | -26.9% |
| 3M | -6.6% | -1.3% | -5.3% | -0.1% |
| 6M | +6.0% | +5.8% | +0.2% | -6.1% |
| YTD | +1.1% | +12.7% | -11.6% | -23.6% |
| 1Y | -37.6% | +15.0% | -52.6% | -54.9% |
| All | -37.6% | +14.9% | -52.4% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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