-2.7%
SMCI vs ACWI
+23.6%
-26.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.6% | +4.7% |
| 7D | +6.8% | +0.5% | +6.3% | +4.8% |
| 30D | +30.6% | +0.9% | +29.7% | +27.4% |
| 3M | -15.6% | +2.4% | -18.0% | -19.6% |
| 6M | +21.3% | +12.4% | +8.9% | -10.7% |
| YTD | +35.3% | +15.2% | +20.1% | -6.7% |
| 1Y | -2.7% | +22.7% | -25.4% | -39.8% |
| All | -2.7% | +23.6% | -26.3% | -39.8% |
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