-9.3%
SMCI vs ACWI
+20.9%
-30.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -1.1% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | -0.6% | +24.3% | +27.1% |
| 3M | -4.2% | +4.3% | -8.5% | -14.6% |
| 6M | +21.7% | +12.7% | +9.1% | -10.3% |
| YTD | +33.0% | +13.9% | +19.1% | -4.6% |
| 1Y | -9.3% | +20.5% | -29.8% | -41.4% |
| All | -9.3% | +20.9% | -30.1% | -41.4% |
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